Retirement Planning Compliance and Risk Scoring API

About This Product

Most retirement advisors spend hours manually checking compliance rules and guessing risk levels for client portfolios. The Retirement Planning Compliance and Risk Scoring API automates what used to take days into milliseconds.

This REST API eliminates manual compliance verification and subjective risk assessment by instantly scoring retirement plans against regulatory requirements and market conditions. You get real-time, auditable risk scores that protect your clients and your firm from costly oversights. Stop building compliance checks from scratch—plug into our battle-tested scoring engine that integrates seamlessly into your existing workflow.

## What's Included

- Real-time compliance scoring against IRS, SEC, and FINRA regulations - Multi-dimensional risk assessment (longevity, market, inflation, sequence-of-returns) - REST API with JSON responses—integrate in minutes, not weeks - Audit-ready compliance reports with full scoring methodology documentation - Automated alerts when retirement plans drift outside safe zones

Key Features

• Most retirement advisors spend hours manually checking compliance rules and guessing risk levels for client portfolios
• The Retirement Planning Compliance and Risk Scoring API automates what used to take days into milliseconds
• This REST API eliminates manual compliance verification and subjective risk assessment by instantly scoring retirement plans against regulatory requirements and market conditions
• You get real-time, auditable risk scores that protect your clients and your firm from costly oversights
• Stop building compliance checks from scratch—plug into our battle-tested scoring engine that integrates seamlessly into your existing workflow
• ## What's Included - Real-time compliance scoring against IRS, SEC, and FINRA regulations - Multi-dimensional risk assessment (longevity, market, inflation, sequence-of-returns) - REST API with JSON responses—integrate in minutes, not weeks - Audit-ready compliance reports with full scoring methodology documentation - Automated alerts when retirement plans drift outside safe zones ## Who Is This For - Robo-advisors needing automated compliance checks without manual review overhead - Independent financial advisors managing 100+ retirement accounts with limited staff - Retirement planning software platforms requiring white-label risk scoring - Compliance officers at wealth management firms needing defensible, systematic assessments ## How It Works Simply authenticate with your API key, POST your client's retirement plan data (age, savings, expenses, investments), and receive instant compliance and risk scores in JSON format