Stop guessing what your advisors need. Start seeing it.
RetirementForge gives distribution leaders real-time visibility into advisor planning activity — strategy demand signals, regional trends, and product engagement across your entire organization.
Everything you need to lead your network
The IMO Director plan gives you full visibility and control over your advisor network, product library, and organization brand.
Distribution Intelligence Dashboard
See platform-wide session trends, completion rates, income gap analytics, and advisor activity at a glance. Know exactly what strategies are in demand across your network.
Advisor Management & Onboarding
Invite advisors via email, track their client counts, session volumes, and completion rates. Drill into individual advisor performance with detailed analytics.
Organization Product Shelf
Curate the products your advisors can present. Add, edit, and manage your product library with rate ranges, terms, and internal notes — changes sync to all advisors automatically.
Branded Carrier Marketplace
Build your own carrier marketplace. Add carriers, set display order, and control which carriers your advisors see during planning sessions.
Platform-Wide Analytics
Aggregated, anonymized analytics across the platform. See where your organization stands relative to industry trends on session volume, tools usage, and product engagement.
White-Label Branding
Upload your logo, set your brand colors, and customize the sidebar. Your advisors get a seamless, branded experience that reinforces your organization identity.
Intelligence at every level
From individual advisor drill-downs to organization-wide benchmarks, see the data that drives better decisions.
Session Trends
Weekly and monthly session volume across your organization
Product Demand
Which product categories your advisors present most
Geographic Heatmap
See where your clients are concentrated by state
Tools in Demand
Track which planning tools your advisors rely on
IMO Director Plan
Everything you need to lead your organization
+ $149/month per affiliated advisor (vs. $299/month standalone)
- Your own advisor account included
- Distribution Intelligence Dashboard
- Advisor onboarding & performance tracking
- Organization Product Shelf with auto-sync
- Branded Carrier Marketplace
- White-label branding & custom colors
- Platform-wide analytics & benchmarks
- Unlimited advisor invitations
Ready to see what your network is doing?
Set up your organization in minutes. Your advisors get discounted access and you get the intelligence layer you have been missing.