For institutions and benefits partners
White-label Retirement Wellness Portal, embeddable Grace widget, member hubs, and Grace API. Retirement coaching, engagement, plan participation, and AI Smart Search for benefits brokers, employers, and institutions.
Book a DemoWhite-label portal for employee and member retirement wellness under your brand.
Grace on your site or app: chat that remembers, educates, and hands off when a human is needed.
Hub experiences for members and advisors built on Grace conversations.
REST API for custom retirement conversational AI integrations.
Both are static. Grace is an AI agent. She holds the whole conversation, reasons over each person's real situation live, and moves them to the next step. A calculator computes and a chatbot replies. Grace acts.
Fully AI-native, built for retirement from the ground up. No decision tree with a chat skin. She reasons in real time, remembers, and picks up where each person left off.
No. Grace educates. She never recommends products, allocations, or timing. A compliance system screens and logs every exchange, and anything needing a license routes to your licensed team.
The math runs on a deterministic engine, so calculations are exact and repeatable, and contextual memory ties each financial answer to the person's real numbers and cited sources. Real-time compliance monitoring tags every exchange, so you have full visibility into what Grace said and why.
Yes. Private sessions, protected identifiers, documents read in the moment and never repurposed. You own the relationship and the data.
Days, not months. Portal and widget pilots launch in about 5 business days. No code, nothing to migrate. API timing depends on your stack.
Brokers resell it. A small per-employee monthly fee you package and mark up. We stand up your first portal and prove usage before you scale.
Fully. Your name, your colors, your voice on top, Grace as the AI engine underneath. To your people, it is yours.
No recordkeeping, payroll, enrollment, or product sales. She runs the retirement conversation and hands the human moments to your team. Deeper account and advisor tools are our Hubs, added when you want them.
The instant advice, action, or a person is needed, Grace routes a pre-briefed handoff to your team. She takes the volume so your people take the moments that matter.
Live metrics: conversations, journeys completed, advisor requests, questions asked. Proof for renewal, not another library nobody opens.
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