Trivee combines AI advisors, retirement planning, Roth conversion analysis, tax optimization, long-term care planning, inheritance strategies, and scenario simulations into one intelligent platform.
Built for individuals planning their own retirement, and for advisors managing it for clients.
No bank-account linking required. Your data, your control.
Sample output — illustrative, not personalized advice.
Built around specialized financial intelligence domains.
Comprehensive planning and portfolio strategy — see how every account and goal fits together, not just one number at a time.
Retirement income and bucket strategies — model which accounts to draw from and when, to stretch your money and lower lifetime taxes.
Roth conversions, RMDs, and tax optimization — find the windows where converting or withdrawing costs you the least.
Long-term care and insurance analysis — stress-test your plan against the costs that derail retirements most often.
Wealth transfer and inheritance planning — pass on more to heirs with strategies built around their tax situation, not just yours.
Compare competing strategies side by side — see the real dollar difference before you commit to a plan.
Run proven financial frameworks built into Trivee, or build your own custom strategy from scratch.
Identify optimal conversion windows based on your tax bracket, account mix, and retirement timeline.
Analyze long-term care funding options and stress-test your plan against unexpected care costs.
Compare bucket, annuity, and bond ladder strategies to find the one that fits your risk tolerance.
Advisors can create proprietary strategies, manage client households, receive consent-based access, and deliver personalized recommendations powered by AI.
Plan your own retirement, taxes, and legacy with the same tools advisors use — no account minimum or advisor required to get started.
Manage multiple households, build proprietary strategies, and deliver AI-backed recommendations under one consent-based workspace.
Final pricing is still being shaped with our early access group. Here's the direction we're headed.
For self-directed planners
Full household planning
For RIAs & planning firms
Discover blind spots. Compare strategies. Make smarter financial decisions.