Retirement planning, made clear

Know exactly where your clients stand.

Model retirement income, run scenarios, and present a clear plan — from today's portfolio all the way through drawdown. Built for financial advisers, on Mac.

No account required
No tracking or ads
Plans stay on your Mac

Retirement Dashboard showing a full retirement plan with income, expenses, and portfolio projection

The whole picture

From the first contribution to the last drawdown payment.

Retirement Dashboard models the full journey — accumulation, retirement, and estate — using the assumptions you set, with income tax calculated for each year.

Two views, one plan

Adviser and client dashboards in a single document.

Switch between a detailed adviser view and a clean client-facing summary — same plan, different levels of detail. Share only what the client needs to see.

Adviser view with full year-by-year projections and tax breakdowns.
Client view with clear income and portfolio charts.
PDF export for a polished report to keep or share.

Retirement Dashboard client view showing retirement income and portfolio balance

Multiple scenarios

Keep multiple plans for each client.

Add as many named plans as you need to a client document and switch between them instantly — one for each scenario, goal, or conversation.

Create unlimited named plans per client.
Switch between plans without losing any work.
Update a plan any time circumstances change.

Retirement Dashboard showing a plan summary with retirement income breakdown

Income and expenses over time

See income and spending year by year.

A year-by-year chart makes the retirement plan concrete: projected income from all sources, living expenses, and what's left in the portfolio each year through the end of the plan.

Model state pension, CPP, Social Security, or other income sources.
See the gap or surplus every year.
Track the portfolio balance from retirement to end of plan.

Retirement Dashboard income versus expenses chart

A report you can hand over

A branded PDF report, ready to present.

The detailed report shows income tax, income sources, spending, and portfolio balance for every year of the plan — and you can make it yours before handing it over.

Add your firm's logo to the report cover.
Include your contact details so clients know who to call.
Set a custom disclaimer that meets your compliance requirements.
Income tax calculated year by year for Canada, the UK, and the US.

Retirement Dashboard detailed report showing year-by-year income, tax, and portfolio

Built for advisers who want a cleaner way to plan.

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Multi-country tax rules

Income tax calculated for Canada, the United Kingdom, and the United States — including standard deductions and provincial or state rules.

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Multiple clients

Keep each client in a separate document. Reopen a plan when circumstances change and update it without starting over.

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Flexible assumptions

Set return rates, inflation, spending growth, contribution schedules, and income sources. The model recalculates the moment you change a value.

No accounts. No tracking. No client data sent to us.

Private by design

Your clients' plans stay on your Mac.

Retirement Dashboard does not require an account and has no advertising, analytics, or third-party data-collection SDKs. All plan documents are stored only on your Mac — they never leave your device unless you choose to export them.

The app does not connect to, link to, or transmit information to any financial institution, investment account, or external service. Read the full Privacy Policy.

Start with a clearer picture

Give every client a plan they can understand.

Retirement Dashboard is a focused, private way to model retirement income and show clients exactly where they stand.

Retirement Dashboard is an educational planning tool — not financial, investment, tax, or legal advice. Projections depend on the assumptions you choose; actual returns, taxes, inflation, income, and personal circumstances will differ. Always consult a qualified financial adviser before acting on any plan.