The Social Security optimization tool
your planning software is missing.
96% of your clients will claim Social Security suboptimally — leaving an average of $111,000 in lifetime benefits on the table. Give them the specialized analysis their decision actually requires.
No account, no password • Real households, not a sandbox • Analysis built with an RSSA®
Your clients are asking. Do you have the answer?
When should I claim?
SSA prohibits its own employees from giving claiming advice. Your clients leave that office without a strategy. You're the one they call — but most planning software gives you a single number, not a full analysis.
How much will I actually get?
PIA calculations, spousal coordination, survivor benefits, earnings test — each adds complexity. One wrong assumption in a generic tool can shift lifetime projections by tens of thousands of dollars.
What about my spouse?
Married-couple strategy is where the most money is won or lost. Spousal benefit election, survivor benefit maximization — these aren't features most tools model correctly.
Add Social Security depth to your practice in 3 steps
Run the analysis
Your client uploads their XML statement downloaded from ssa.gov. Our engine applies 2,700+ SSA rules and models thousands of scenarios — including edge cases — to surface their optimal claiming strategy.
Review the report
You receive a client-ready report and dashboard: claiming strategy, break-even analysis, spousal coordination, lifetime projections at multiple ages, and a filing checklist. Co-branded with your firm.
Present with confidence
Walk into the client meeting with the analysis. Answer their questions. Use Maxine — our 24/7 SS AI agent — for real-time lookups during the meeting.
Built Independently for Independents.
Most Social Security tools are owned by the firms you left when you went independent. SSAnalyzer sits inside T. Rowe Price — a $1.6 trillion asset manager. Open independent access appears to have narrowed, with the tool now gated behind their advisor ecosystem.
MySSAgent is independently owned. No asset manager holds equity. No institutional investor shapes the product roadmap. The platform was built with Jackie Payne, a Registered Social Security Analyst® and licensed Medicare Insurance Broker — and the only incentive baked into the analysis is the right answer for your client.
Your tools should align with that decision. Let's Talk →
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.
Simple, transparent pricing
Pay annually and get 1 month free.
Starter
$79/mo
Everything a solo advisor needs.
Solo RIAs, small firms (1–2 advisors)
- Core Social Security optimization engine
- Unlimited client analyses
- Client-ready PDF reports (co-branded with firm logo)
- Analysis of all 2,700+ SSA rules, thousands of scenarios, including edge cases
- Spousal benefit coordination
- 24/7 AI support via Maxine (SS-specialized chatbot)
- Email support (business hours 9–5 EST)
- 1-year data retention
Professional
$149/mo
The complete platform for growing advisory firms. Most firms start here.
Growing firms (2–10 advisors)
- Everything in Starter
- Quarterly strategy calls with your RSSA®
- Custom scenario modeling across all 2,700+ SSA rules
- Medicare integration planning and premium modeling
- Priority support (same-day response)
- Firm-level dashboard and reporting
- Multi-advisor management console
- Custom report branding
Premium
$249/mo
Enterprise-grade for established firms.
Established firms (10+ advisors)
- Everything in Professional
- White-glove onboarding (dedicated setup specialist)
- API access for CRM/planning tool integrations
- Quarterly business reviews with MySSAgent team
- Advanced analytics and usage reporting
- Dedicated account manager
- SOC 2 Type II readiness documentation
- Priority feature requests
Built for large firms. Enterprise-ready.
Custom contract · Contact us.
Everything in Premium + custom integrations, enterprise SSO/SAML, dedicated SLA, bulk advisor onboarding, co-marketing opportunities.
Traditional advisors charge $1,500+ per client analysis. MySSAgent starts at $79/month for unlimited clients.
Patrice Ayling
Founder, MySSAgent
I run the B2B lane at MySSAgent and I talk to every advisor who comes through the door. Book 30 minutes — if it's not a fit, I'll tell you.
Book with Me
Jackie Payne, RSSA®
RSSA® Credentialed Consultant, MySSAgent
Jackie Payne is a Registered Social Security Analyst® and licensed Medicare Insurance Broker. She provides professional RSSA® review and leads all strategy consultation calls.
Ready to see it in action?
Book a 30-minute demo and we'll walk through a live analysis for one of your existing clients.
Book My 30-Minute DemoQuestions first? Email us at support@myssagent.com