The First Retirement Planning Software with Built-In Long-Term Care Solutions
Comprehensive advisor-focused tools that create clarity, confidence, and long-term financial security for your clients.
TruPLAN™ is truly unique.
- Easy-to-use, intuitive interface
- Comprehensive retirement and income planning summaries
- Dynamic reports and interactive graphs
- Detailed tax calculations
- Integrated RMD, itemized Inherited IRA, and detailed social security optimization
- Additional value-added calculators
- Long-Term Care illustrations and presentations
- Perfect for engaging and effective client planning
Long-Term Care Services and Benefits
The Long-Term Care module in our software was built to help financial professionals guide clients through one of retirement's most overlooked risks—extended care costs.
A presentation roadmap and script
Simple and client-ready visuals that address affordability
Illustrations that show how the client wins—whether they ever need care or not.
Our support includes case design and hands-on sales assistance to help you turn conversations into confident decisions.
Pricing Plans
Affordable, advisor-focused retirement planning software delivering detailed income strategies, dynamic reports, and client-ready plans.
Includes LTC
Integrates asset-based Long-Term Care into the TruPLAN™ Retirement planning with a simple 3-step presentation.
Standalone asset-based Long-Term Care module that integrates seamlessly with any retirement planning software.
Trial Offer
Experience the power of TruPLAN™ Plus with a 60-day trial.
"What others are saying"
This is the first time in my 30+ years as a financial advisor that I’ve seen financial software of this detail at such a reasonable price. It’s also the first time I’ve seen software provide such a unique approach to addressing long-term care. TruPLAN is a game changer.
TruPLAN is just different. While the features of the retirement income plan compare favorably to the bulk of software options in the marketplace, its ability to also address long-term care as a critical part of retirement planning is unmatched.
TruPLAN stands out in a crowded fintech field. It truly provides our firm with the ability to illustrate complex retirement data with simple and easy-to-understand reports that are well received by our clients.