Revolutionizing retirement advisory with AI – for users and institutions
Offline documentation using spreadsheets or printed forms
Client conversations occur annually with no digital tracking
Advisors use non-integrated systems
65% of advisor time is spent on back-office
71% of advisors report frequent stress
Solo advisors hire 1–2 assistants to cope
Leveraging Robo-Advisors capabilities into human decision-centric protocols
Algorithms generate personalized retirement scenarios
Rules + ML logic for explainability
Advisor dashboard + client mobile app
Fast connection with your existing systems via API
Custom branding, your logo, full agency experience
Pension.ai automates calculations and scenario planning, freeing advisors to focus on relationships instead of paperwork. Reports are generated instantly — and with your agency's branding.
Advisors gain powerful visualization tools that make it easy to explain complex pension topics. The platform streamlines day-to-day work, leading to faster client onboarding and fewer errors.
Clients get 24/7 access to their pension information through your branded mobile app. With interactive tools and secure messaging, they stay engaged and confident in their plan.
Our platform connects to your existing systems via API. That means no manual transfers, no data loss, and no disruption to your current workflows.
Pension.ai is a white-label solution. From reports to the client app, your branding — your logo, colors, and identity — takes the lead while we handle the technology.
Ready to streamline your agency's operations and boost client satisfaction?
Request a Demo TodaySee how Pension.ai can transform your advisory practice
Time freed up for client relationships
Reduced operational costs
Potential admin staff reduction
More clients you can serve
Trusted by leading financial institutions
At Pension.ai, we are redefining how retirement and wealth planning are delivered.
We empower both financial advisors and wealth management agencies with intelligent tools that boost productivity, improve client outcomes, and simplify complex operations. Our platform blends advanced AI with real-world financial expertise to support firms of any size.
Our mission is to bridge the gap between human insight and machine intelligence. By combining the judgment of experienced advisors with smart algorithms and real-time data, we help professionals scale their impact, reduce overhead, and navigate regulatory challenges, all while keeping the client experience personal.
Founded by a team of seasoned experts in AI, fintech, and enterprise software, Pension.ai is proud to be part of the Microsoft for Startups program and operates from the heart of Tel Aviv's innovation district.
We're building a future where retirement advice is more accessible, more efficient, and more intelligent for everyone.
We collaborate with leading tech and financial institutions to ensure seamless integration and cutting-edge performance.
Your data security is our top priority
256-bit encryption and multi-factor authentication ensure your data remains protected at all times.
Built to meet GDPR, CCPA, and financial industry regulations with regular compliance audits.
Regular backups, secure data centers, and strict access controls protect your information.
ISO 27001 certified with regular security audits and penetration testing.
Stay ahead with the latest innovations in FinTech
Let us show you how Pension.ai can upgrade your agency's advisory experience.
Email: stav@pensionai.org
Address: 144 Menachem Begin Blvd. Floor 50, Tel Aviv
