Inside Understand Your Retirement
A retirement command center that actually feels alive
Atlas combines connected documents, retirement confidence, data completeness, priorities, and the next action into one clear home base.
Meet Atlas, your retirement intelligence companion
Your retirement life is scattered across documents. Atlas connects it.
Upload the statements, policies, tax documents, benefit estimates, and estate documents shaping your future. Atlas turns the paperwork into one organized Retirement Profile and shows you what deserves attention next.
Opening your private guest review…
No signup first
Your first guest review starts with the document, not a registration form.
Private by design
Temporary guest storage and authenticated private vaults for saved accounts.
One connected picture
Atlas becomes more useful as additional areas of retirement are connected.
Built to understand the documents that shape retirement
Investment statements401(k) & IRAAnnuitiesPensionsSocial SecurityLife insuranceLong-term careTax returnsEstate documentsIncome documents
This is more than a document reviewer
See what retirement intelligence looks like when the pieces finally connect.
The platform moves beyond isolated document reviews. Atlas connects your records, assumptions, forecast, scenarios, priorities, and unanswered questions into one evolving retirement picture.
Inside Understand Your Retirement
Turn connected information into a retirement forecast
See retirement age, investment assets, recurring income, the projected gap, Atlas confidence, and the facts currently driving the forecast.
Inside Understand Your Retirement
Change one decision and see what moves
Scenario Lab lets you test retirement age, spending, savings, Social Security timing, and other assumptions side-by-side against the current plan.
Inside Understand Your Retirement
Your Retirement Vault stays organized around you
Statements, policies, tax records, estate documents, income sources, and protection documents are organized into understandable retirement collections.
Inside Understand Your Retirement
Ask Atlas the question you actually care about
Atlas can use your household picture, connected documents, assumptions, and retirement intelligence together to explain what it knows, what it is assuming, and what still matters.
Inside Understand Your Retirement
Guided Full Access onboarding
Work through the major areas of retirement one at a time. Upload what you have, skip what you do not, and return later without losing your place.
Inside Understand Your Retirement
Atlas organizes the paperwork for you
Upload multiple documents. Atlas identifies what each document actually is, files it in the right area, and connects the information to your broader picture.
How the journey works
Start with one document. Build the whole picture when you're ready.
UYR is designed to deliver value before asking for commitment.
Upload anonymously
Your first complimentary analysis requires no email, account, phone number, or password before the review.
See what Atlas finds
Atlas identifies the document, extracts the important facts, and explains what stands out in plain English.
Save your Retirement Profile
Create a secure Free account if you want to keep the review and use your second lifetime complimentary upload.
Unlock Full Access
For $19/month, connect unlimited documents and build the full retirement picture across the platform.
Simple pricing
Experience Atlas free. Unlock everything for $19/month.
No complicated tier comparison. Full Access is the complete current consumer platform.
Free
$0
Start anonymously, then create a free account if you want to save your review and use your remaining complimentary upload.
✓ First analysis with no account required
✓ 2 lifetime complimentary uploads total
✓ Save reviews to a secure Free account
✓ Experience Atlas before subscribing
Full Access
Understand Your Retirement
$19/ month
Connect your financial life and give Atlas the context to help you understand the retirement decisions ahead.
✓ Unlimited retirement document uploads
✓ Guided Retirement Profile onboarding
✓ Automatic document classification & organization
✓ Cross-document retirement connections
✓ Atlas dashboard, confidence & completeness tracking
✓ Scenario Lab and retirement timeline
✓ Ongoing Atlas insights and next best actions
✓ Private Retirement Vault
✓ Tax, estate, insurance, income & investment documents included
Cancel anytime.
Private by design
Sensitive retirement documents deserve concrete protections.
UYR uses private storage, user-bound access controls, authenticated saved accounts, backend-only secrets, short-lived file access, and automated temporary guest-data cleanup.
Anonymous first review
No email, account, phone number, or password is required before the first guest analysis.
Private saved accounts
Saved documents are tied to authenticated users and protected by database and storage access controls.
Temporary guest cleanup
Guest files and analyses that are not claimed are designed to be removed after about 24 hours.
You control the next step
Use Atlas educationally, save your profile, upgrade to Full Access, or leave without scheduling a sales meeting.
Start with the paperwork already sitting in your files
You do not need to understand the document before you upload it.
Atlas will identify what it is, organize it, explain what it can see, and show you how that information fits into a larger retirement picture.
Analyze my first document free →