IncomePro

Spec sheet

Purpose

IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports.Read 9 Oct 2026 · incomepro.org

Audience

The product is purpose-built for retirement income advisors, including independent advisors and RIAs.Read 9 Oct 2026 · incomepro.org

Trial

New users get seven days of full access to Professional-tier features without providing a credit card.Read 9 Oct 2026 · incomepro.org

Security

The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security.Read 9 Oct 2026 · incomepro.org

Support

The Starter plan includes email support, Professional includes priority support, and Enterprise includes dedicated support.Read 9 Oct 2026 · incomepro.org

Billing commitment

Subscriptions are billed monthly with a 12-month annual commitment, then continue month to month and may be canceled with 30 days' written notice.Read 9 Oct 2026 · incomepro.org

Compliance responsibility

IncomePro says it is not a registered investment advisor, broker-dealer, or financial institution, and advisors remain responsible for compliance with regulations applicable to their practices.Read 9 Oct 2026 · incomepro.org

Data use

The company says it does not use client financial data to train machine-learning models or for purposes unrelated to providing the service.Read 9 Oct 2026 · incomepro.org

Income sources

It projects retirement income from Social Security, pensions, annuities, safe asset withdrawals, and real estate in one view.Read 9 Oct 2026 · incomepro.org

Market scenarios

It offers Bull, Bear, Extreme Bull, and Extreme Bear stress tests using real S&P 500 return sequences.Read 9 Oct 2026 · incomepro.org

Notable limit

The Starter plan permits up to 25 clients; the Professional plan lists unlimited clients.Read 9 Oct 2026 · incomepro.org

Processors

The listed service providers are Stripe for payments, Supabase for database and authentication, and Vercel for web hosting.Read 9 Oct 2026 · incomepro.org

Reports

The site describes one-click professional PDFs, and the Professional plan includes an automatically generated PDF report and slide deck.Read 9 Oct 2026 · incomepro.org

Tax and Medicare

It provides federal tax bracket projections with marginal rate calculations and IRMAA tier lookups using a two-year MAGI lookback for Part B and Part D premiums.Read 9 Oct 2026 · incomepro.org

Plans and prices

Every IncomePro plan and price →

Where Specifiction places it

• Retirement Planning Software#10 of 267.9