The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
The software is being offered to financial professionals in three different membership tiers.
But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in a survey.
Nearly one in four say retirement planning is a touchpoint for financial stress
IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns.
Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found that debt is a major obstacle preventing many people from saving as much as they would like.
They earn less than older generations, are less likely to participate in a retirement plan, and will have to contend with longer life spans and rising health care costs.