The Retirement Planning Platform Built to Scale
License RetireMore under your brand. Give your customers or employees a comprehensive retirement planning experience — 12 tools, AI Coach, full data sync — all in your colors, on your domain.
No commitment required. Typical onboarding: 2–4 weeks.
Built for Organizations That Serve Pre-Retirees at Scale
Whether you're a bank adding retirement guidance to your digital experience, a 401(k) provider building participant engagement, or an employer offering a retirement readiness benefit — RetireMore gives you the tools without the years of development.
Everything You Need, Ready to Deploy
Your team focuses on the relationship. We handle the platform.
Full White-Label Branding
Your logo, your colors, your domain, your disclaimers. RetireMore is completely invisible to your customers. Every page, every email, every PDF report carries your brand.
12 Planning Tools Out of the Box
Income planning, Social Security optimization, tax analysis, healthcare costs, estate planning, retire abroad, and six more. No rebuilding what already works.
AI Coach — Under Your Brand
The AI Coach analyzes data across all 12 tools and surfaces cross-tool insights for each user. It appears as your firm's advisor, not ours.
SSO & Identity Integration
Connect to your existing authentication system via SAML or OIDC. Users sign in once through your platform and land directly in their planner.
Compliance & Data Export
Full audit trail. Custom disclaimer text. CSV and PDF export for compliance workflows. Built for the regulatory environments financial institutions operate in.
Dedicated Onboarding & Support
Assigned implementation manager. Custom onboarding documentation. Ongoing support SLA. We don't disappear after the contract is signed.
Retirement Readiness as an Employee Benefit
Offer RetireMore as a voluntary benefit to employees aged 50+. Improve retention, reduce retirement anxiety, and give your senior workforce a benefit they'll actually use.
Why Employers Add RetireMore
What's Included
- ✓ Full access to all 12 planning tools per employee
- ✓ AI Coach for each enrolled employee
- ✓ Your company logo & custom welcome page
- ✓ HR admin dashboard with utilization reports
- ✓ HRIS integration (BambooHR, Workday, ADP)
- ✓ Dedicated onboarding & ongoing support
Pricing is scaled to your workforce size and contract length. We'll put together a custom proposal based on your eligible employee count and rollout timeline.
How Implementation Works
Ready to Bring RetireMore to Your Organization?
We work with a small number of institutional partners at a time to ensure quality onboarding. Reach out to start the conversation.
partnerships@retiremore.com · Typical response within 1 business day