Social Security Pro

Social Security answers that your clients can understand

Powerful calculations meet an easy-to-use interface

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Screen Graphics of Advisor Controls planning software
Patented user interface

Sophisticated calculations behind the scenes, clear results front and center

Help clients optimize their Social Security filing strategy for maximum benefit. Social Security Pro’s highly-interactive user interface is the perfect tool for virtual client meetings.

Interactive sliders and benefits intensity grid 

Quickly determine if a slight change will make a large or small impact.

Side-by-side strategy comparisons

Compare the best strategy overall with any filing age combination

Detailed graphs, ledgers, and action plans

View benefits by year, taxation details, and break-even analysis

iPad showing Social Security Pro grid interface
  • Touch or click on a start age combination in the interactive grid
  • Use the sliders to change assumptions
  • With every change of a slider or grid selection, hundreds of calculations are made as the thousands of Social Security rules are applied to compare options, suggest the best filing strategy, and show the lifetime difference

Complete client presentations in under five minutes

We get it — no one has time to learn confusing software. Social Security Pro doesn’t require any training to get started, and it takes less than five minutes to create an engaging, professionally-designed client presentation.


Start a 14-day free trial

Try Social Security Pro, risk free. Your credit card won’t be charged for 14 days, and you can cancel or modify your subscription at any time.

Social Security Pro

Monthly Subscription


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Social Security Pro

Annual Subscription

Social Security Pro is also available in our Pro and Elite bundles