Skip to content

For RIAs and Advisors

The verification engine your clients want

Most retirement tools are built for the advisor to control the screen. NestPilot is built for your client to verify the math — which makes you more trustworthy, not less. Named-pilot partnerships only.

Talk to PartnershipsPro Advisor Pricing

  • Multiplayer mode

    You and your client see the same math. No more "trust me, the model says..." — every assumption is inspectable together.

  • Co-brand or refer

    White-label NestPilot under your firm's brand for client-facing planning, or refer prospects through our wedge tools.

  • Built to make you trustworthy

    Counter-positioning to advisor-controlled tools (eMoney, MGP). NestPilot makes your math credible to your clients — not the other way around.

Multiplayer Mode

You and your client share a single planning session — not a presented slide deck. They can change assumptions; you can annotate. Both sides see the math react in real time.

Client view

Live · same plan

Same projection — your numbers

Lifetime tax saved: $184k. IRMAA cushion: +$24k.

Client adjusts assumption: “What if I retire in 2027 instead of 2028?”

Both screens recalculate together. Conversion plan rebases automatically.

Same session, same math, same controls — both sides

  • Live Roth conversion math

    Walk a client through a year-by-year Roth conversion plan with both of you watching the projection update. Every assumption is inspectable; nothing is hidden behind a black box.

  • Social Security claiming trade-off

    Show actual break-even ages with the client's own numbers, not a generic chart. The client confirms their priorities and the recommended claiming year emerges from the math, not your assertion.

  • Withdrawal & IRMAA hand-off

    Hand off the session for the client to keep, revisit, or share with a spouse. They retain access to the planning workspace; you retain the advisor relationship.

Built to make you trustworthy

Most retirement-planning tools assume you control the screen and the client takes your word for the math. NestPilot is the verification layer that makes your math credible to your clients — not adversarial to advisors, not a replacement for the advisor relationship, just a shared surface where the work is inspectable.

  • Built to make you trustworthy

    When your client can verify the math themselves, the proposal lands stronger. They don't have to take your word for it; they can see it.

  • Not adversarial to advisors

    NestPilot is the verification layer that makes your math credible to your clients — not a self-serve tool designed to replace you. The relationship is yours; the math is shared.

  • Works alongside incumbents, not in opposition

    You can keep using eMoney or MoneyGuidePro for back-office modeling and use NestPilot for the client-facing verification surface. The two don't compete — they complement.

Partnership Model

Three partnership shapes. All are named-pilot only — we do not run a self-serve advisor SaaS. The pilot agreement protects both sides and is the path to the durable economics.

  • Named pilot only

    Multiplayer integration

    Your firm uses NestPilot in client-facing meetings. White-label or co-brand options. Pilot agreement covers branding, data flow, sanitization, and pricing.

    • White-label or co-brand under your firm's identity
    • Multiplayer mode for transparent advisor-client collaboration
    • Pilot pricing tied to firm size and integration depth
  • Named pilot only

    Referral / acquisition channel

    Qualified prospects flow from NestPilot wedge tools (Medicare deadlines, Social Security claiming, Roth basics) into your firm with consent and topical context.

    • Consented hand-off with topical context (not a cold lead list)
    • Referral economics negotiated per partnership agreement
    • Cross-link from wedge tools to your firm's onboarding flow
  • Disclosure-required

    Sponsor placements

    Clearly disclosed sponsor placements on NestPilot wedge tools. Permitted only when no commercial-conflict line is crossed (e.g., Medicare wedge tool sponsored by an independent broker, not by an insurer).

    • Disclosed inline next to the sponsored content
    • Editorial firewall — sponsor cannot influence wedge-tool math
    • Limited surface — wedge tools only, not the planning workspace

Referral channel: The wedge tools that feed referral candidates are Foundation educational programs — Medicare deadlines, Social Security claiming, Roth basics. Consented hand-off with topical context, not a cold-lead list.

Discuss a partnership

The advisor partnership opportunity

Most retirement-planning tools (eMoney, MoneyGuidePro, etc.) are built for you to control the screen. They assume the advisor sets the assumptions, runs the model, and presents the result to a client who has no way to verify the math.

NestPilot is the opposite: it's built for your client to verify the math together with you. This sounds counterintuitive — but it makes you more trustworthy, not less.

When your client can see the assumptions, watch the math react to changes, and confirm the conclusions with their own hands on the keyboard, the proposal lands stronger. They don't have to take your word for it; they can see it.

Why named-pilot, not self-serve

NESTPILOT LLC works with named RIA partners on a pilot basis. We do not run a self-serve advisor SaaS — that's a deliberate positioning choice (read why).

A named-pilot agreement lets us:

  • Tune the multiplayer-mode UX to your firm's client meeting cadence
  • Configure co-branding or white-labeling to match your visual identity
  • Set referral / acquisition economics that reflect the partnership shape
  • Coordinate with your firm's compliance and disclosure standards

The pilot also protects both sides. You understand what you're getting before you commit; we understand your operating context before we wire your firm into the wedge-tool referral channel.

How a pilot works

  1. Discovery call — 30 minutes. Tell us about your firm, your client base, and how you envision integrating NestPilot into your client workflow.
  2. Pilot agreement — terms, branding (co-brand vs. white-label), referral economics if applicable.
  3. Integration walkthrough — 1–2 client sessions with NestPilot present. We jointly review fit and refine.
  4. Pilot expansion — if the integration works for your firm, scale across your client base.

Counter-positioning, not adversarial positioning

NestPilot doesn't replace the advisor; it makes the advisor's math credible to the client. That's the moat loop — incumbents (advisor-controlled tools) can't move to client-side verification without cannibalizing their own business model. NestPilot can.

You can run NestPilot alongside your existing planning stack. Use eMoney or MoneyGuidePro for back-office scenarios; use NestPilot for the client-facing verification surface. The two don't compete — they complement.

Pricing

Pro Advisor pricing is structured per-firm. We don't publish generic advisor pricing because pilot terms vary by firm size, integration depth, and partnership shape. Talk to partnerships for a conversation, or see the Pro Advisor tier on our pricing page for the feature scope.

Pilot-RIA References

Pilot conversations in progress. References will appear here as named RIA partners complete their integration tests and consent to publication.

Open a partnership conversation

We work with named RIA partners on a pilot basis. Tell us about your firm and how you envision integrating NestPilot into client meetings; we'll respond within 2 business days.

Email Partnership Inquiry
See current advisor partners