List your AI tool on AI Orion for free. Submit a tool

RetireMint

White-labelled retirement readiness software for Canadian pension plans, employers and advisors. Personalized planning for members, real-time insights for your organization.

Pricing
Paid
Pension funds & large employers, Wealth management offices
Added
Nov 23 2023

About RetireMint

RetireMint provides a two-sided platform that combines member-facing planning with an admin analytics dashboard. It is designed for Canadian pension plans, employers and financial advisors who need scalable retirement readiness data and personalized member plans within their brand. The platform integrates into existing member journeys and supports white-labelling across domains and communications.

RetireMint Analytics offers real-time intelligence on retirement readiness, with demographics, gap analysis and actionable insights for organizations. It is built to update as members plan, enabling admins to see trends, track progress and identify priority gaps across the population.

RetireMint Planner guides members through assessments across multiple planning areas, delivering a personal score, action items and educational resources. It supports self-directed planning and stores progress so members can return later with reminders and deadlines.

RetireMint is designed for organizations that care for their members at scale, including pension funds, employers and financial advisors, delivering data-driven insights and education across financial, lifestyle and personal administration planning.

Use cases

  • For Members: structured planning across 12 areas with a personal score and action plan.
  • For Pensions & Employers: real-time population readiness insights and board-ready reports.

Key features

  • An administrative dashboard that gives your organization intelligence on retirement readiness across your entire member base.
  • Real-Time Data harness members’ planning data to see the full picture, with live updates as they plan.
  • Fully White-Labelled platform designed to run inside your brand and ecosystem.
  • Direct Integration into existing member journeys via link, SSO or direct URL.
  • 12 professionally-developed assessments across financial, lifestyle & personal admin planning.
  • RetireMint Scores tracking progress over time
  • Exportable reporting for board-ready summaries and HR reports
  • Privacy-First Architecture with data under your control

Pros and cons

Pros

Platform supports white-labelling and branding to fit existing member experiences.
Real-time data updates without batch processing.

Pricing

Pension funds & large employers
$5 k–$60 k
per month
  • Full Analytics Platform
  • White-labelled member Planner Platform
  • Customized domain & member portal integration
  • Demographic & customized insights segmentation
  • Onboarding & implementation support
  • Dedicated account management
Wealth management offices
From $500
per month
  • Full Analytics Platform
  • White-labelled member Planner Platform
  • Customized domain & sign-up invitation management
  • Client segmentation & customized data point tracking
  • Advisor Insights to discuss progress in client-meetings
  • Onboarding support included

Reviews

Loading reviews…

Frequently asked questions

What exactly is RetireMint?
RetireMint is a white-labelled B2B SaaS platform that gives Canadian organizations, including pension funds, employers and wealth management offices, the tools to help their members plan for all aspects of their retirement, not just their finances. It has two components: the member-facing Planner and the organizational Analytics platform. We do not give financial advice or manage investments.
Who is RetireMint built for?
RetireMint is built for Canadian organizations that support the retirement of others: pension plans, employers and financial advisory offices. Each organization offers RetireMint under its own brand.
Does RetireMint provide financial or investment advice?
No. RetireMint is an education and planning tool, not a financial advisor. We help members understand where they stand across every part of retirement, from lifestyle to personal admin and high-level financial planning checklists, and what to focus on next. We do not recommend products or manage investments.

Alternatives to RetireMint

More in AI Assistant