BOZEMAN, Mont., Sept. 29, 2026 (GLOBE NEWSWIRE) -- XYPN, the leading business support platform for fee-only financial planners, today announced a new partnership with Income Lab, a leading financial planning platform known for its innovative retirement income planning capabilities and expanding suite of comprehensive planning tools. The partnership makes Income Lab available as a member benefit for XYPN members, delivering access to one of the industry's most highly rated planning solutions and addressing one of the Network's most requested member benefits.
The addition of Income Lab reflects direct advisor demand. The platform has ranked among XYPN's five most-requested member benefits for three consecutive years and reached the top position in 2026. More than 300 XYPN members already use Income Lab, while advisor satisfaction with the platform continues to rank among the highest in the industry.
"One of the most important things we do at XYPN is listen to our members and continually evolve our benefits based on what will help them deliver better advice and build stronger firms," said Alan Moore, co-founder and CEO of XYPN. "Income Lab has been one of the most requested partnerships in our Network for years. Advisors appreciate its sophisticated planning capabilities, strong academic foundation, and ability to help clients make better financial decisions. We're excited to make this powerful technology available to our members."
Income Lab helps advisors address a wide range of planning challenges, including retirement income projections, tax-aware withdrawal strategies, Roth conversion planning, Social Security optimization, Medicare and IRMAA planning, and other complex financial decisions. Its planning methodology focuses on spending power and potential adjustments over time, helping advisors move beyond traditional probability-of-success discussions and toward a more practical framework for guiding client decisions.
At the same time, Income Lab continues to expand beyond its retirement planning roots. New planning capabilities, productivity enhancements, and artificial intelligence-driven functionality are broadening the platform's role across the financial planning process, helping advisors deliver increasingly comprehensive advice to clients throughout their financial lives.
Income Lab has earned widespread recognition across the profession. The company has won the XYPN AdviceTech Competition twice for two separate offerings, earned a 9.0 advisor satisfaction rating in both the 2023 and 2025 Kitces AdvisorTech studies, and was named the top-rated retirement distribution planning software solution in the T3 Software Survey in 2024, 2025, and 2026.
"Financial planning is becoming increasingly complex, and advisors need tools that help them deliver sophisticated advice while maintaining an exceptional client experience," said Johnny Poulsen, co-founder and CEO of Income Lab. "Income Lab was built on a foundation of rigorous planning research, but our vision has always been broader than any single planning discipline. We are continually expanding our capabilities to help advisors deliver more comprehensive, personalized recommendations across every stage of a client's financial journey. We're excited to partner with XYPN and bring those capabilities to one of the profession's most innovative advisor communities."
The partnership provides XYPN members with access to Income Lab through the XYPN Partner Program, making one of the profession's most sought-after planning solutions available to a broader community of independent advisors. The relationship reflects XYPN's ongoing commitment to expanding member benefits in response to advisor demand while delivering technology that supports better planning outcomes and enhanced client service.
The addition of Income Lab further strengthens XYPN's financial planning technology ecosystem and underscores the organization's commitment to delivering member benefits that improve advisor productivity, planning outcomes, and client experiences.
"Technology should help advisors spend less time wrestling with spreadsheets and more time serving clients," Moore said. "Income Lab gives advisors a sophisticated yet intuitive way to navigate some of the most important planning decisions their clients will ever face. Bringing it into our member benefit ecosystem helps ensure advisors have access to the tools they need to deliver exceptional advice and create better outcomes for clients."
The partnership officially launches Sept. 29, 2026, with Income Lab available through the XYPN Partner Program.
About XYPN
XYPN is the leading business support platform for fee-only financial planners who serve next-generation clients through innovative and accessible business models. XYPN provides compliance support, technology solutions, community, education, and business resources designed to help advisors start, run, and grow independent firms.
About Income Lab
Income Lab is a financial planning platform that helps advisors model complex client decisions and deliver more personalized advice. The platform supports retirement income planning, tax-aware withdrawal strategies, Social Security optimization, Roth conversion analysis, Medicare planning, and a growing suite of comprehensive planning capabilities. Grounded in academic research and built specifically for financial advisors, Income Lab helps firms improve planning outcomes while delivering more meaningful client conversations. Rated #1 in its category for four consecutive years, Income Lab serves a growing base of advisory firms across the United States. For more information, visit incomelaboratory.com.
Media Contact Lisa Aldape VOCATUS laldape@vocatusllc.com
