IncomePro

Plans and prices

Every plan, in full

On the record

Audience

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

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.incomepro.org · read 9 Oct 2026

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.incomepro.org · read 9 Oct 2026

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.incomepro.org · read 9 Oct 2026

Income sources

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

Market scenarios

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

Notable limit

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

Processors

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

Purpose

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

Reports

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

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.incomepro.org · read 9 Oct 2026

Support

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

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.incomepro.org · read 9 Oct 2026

Trial

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

Alternatives to IncomePro

B BoldinAndroidiPhone & iPad+2 P ProjectionLabAndroidiPhone & iPad+3 M MaxiFiAndroidiPhone & iPad+4 FR Flexible Retirement PlannerWebWindows+2 R RetireatorWebWindows RB Retirement Budget CalculatorWeb R RetireePlanWebWindows+4 CI Covisum Income InSightWeb

Every alternative, ranked