Potential additional lifetime benefits for clients
New client to professional report
Customized under your brand
Early filing, delayed credits, spousal & survivor — all covered
A complete platform purpose-built for financial advisors, planners, and retirement consultants.
Your logo, your subdomain, your brand. Every advisor gets a fully branded environment at yourfirm.pmssanalyzer.com that looks like your own proprietary system.
Comprehensive engine handling early reductions, delayed credits, spousal benefits, survivor transitions, and historical COLA adjustments — every core SSA claiming rule covered.
Compare any two claiming strategies side by side with break-even analysis, life expectancy scenarios, and visual crossover identification.
Four dynamic charts: cumulative lifetime benefits, annual income, monthly household cash flow, and individual benefit breakdowns — all updating in real time.
Generate branded, client-ready reports with strategy comparisons, charts, and year-by-year projections — ready to download and present.
Role-based access from solo advisors to enterprise organizations. Manage team members, control permissions, and maintain complete data isolation.
Turn your website into a lead machine. Prospects submit their info, instantly receive a personalized Social Security analysis, and you get notified with a copy — all on autopilot via our API.
Go beyond raw totals with discount rate calculations that show the true time-value of each strategy — the kind of analysis sophisticated clients expect.
Every calculation is backed by a downloadable methodology document detailing the SSA rules, formulas, and assumptions behind the numbers. No black boxes.
A streamlined workflow that makes Social Security planning fast and effortless.
Enter household details — birth dates, PIA amounts, life expectancy, and relationship status.
~5 minutes
View the overview dashboard with interactive charts and explore custom claiming ages instantly.
Instant
Test any two strategies side by side with break-even analysis and life expectancy scenarios.
~2 minutes
Download a branded PDF report and present data-driven recommendations to your client.
Ready to go
See why advisors choose a purpose-built platform over basic online tools.
|
Feature
|
SSAnalyzer
|
Generic Calculators
|
|---|---|---|
| Customized branding | ||
| Spousal strategy optimization | ||
| Survivor benefit transitions | ||
| Break-even analysis | ||
| Historical COLA integration | ||
| Reverse PIA calculator | ||
| Save & compare strategies | ||
| Branded PDF reports | ||
| Team management | ||
| Automated lead generation via API | ||
| Present-value analysis | ||
| Published calculation methodology | ||
| Basic age comparison |
Clients who claim at 62 without analysis can miss out on over $325,000 in lifetime benefits. SSAnalyzer helps you show them exactly what they stand to gain — with clear visualizations they actually understand.
A proprietary-looking planning tool that sets you apart
Instant calculations and automated reports replace spreadsheets
Data-driven recommendations clients can see and understand
SSAnalyzer is available as part of the Prospect Match platform. Contact us to learn more about how it can elevate your Social Security planning.
SSAnalyzer is a product of Prospect Match. We'll respond within one business day.