Put MySSAgent's claiming analysis
inside your own practice.
We're opening a founding cohort of advisors. The analysis applies all 2,728 SSA rules and thousands of claiming scenarios to a household in 5 minutes or less — then hands you the recommended strategy, co-branded to your firm.
Request founding accessLimited founding spots · founding rate locked for the cohort
Built for the advisor's workflow
Not a consumer tool with a firm login bolted on. The founding cohort gets the depth — and a hand in what we build next.
Recommended analysis, co-branded to your firm
Client-ready strategies and dashboards that carry your practice's brand — advisor-branded, inside the workflow you already run. The recommendation is the output; the work behind it is what your fee is for.
Survivor & tax-layer depth
Survivor coordination plus the tax interactions that actually move high-net-worth outcomes — IRMAA cliffs, Roth-conversion windows, withdrawal sequencing. Credentialed review by Jacqueline Payne, RSSA® Credentialed Consultant.
Founding rate, locked
Join the founding cohort and your rate is locked for the cohort. We're choosing depth of partnership over volume — the firms in early help shape what we build next.
A security posture your clients deserve
Household financial data deserves real controls. We're preparing for SOC 2 Type II, with readiness underway — so the analysis you put your name on rests on infrastructure built for it.
Request your founding-cohort spot
Tell us about your practice. No card, no checkout — founding-cohort interest only.