Social Security Optimization Software
For Use by Professionals, Teams & Enterprise
Handle the most complex Social Security analyses and be positioned to help your clients uncover their optimal claiming strategy to increase their lifetime benefits
Revolutionizes Social Security planning
Offers an unparalleled, cutting-edge solution designed to optimize benefits for a diverse range of users. Tailored for use by enterprises, institutions, teams, and professionals alike, it stands as a unique and versatile tool in the financial planning arsenal. With its ease of use, advanced analytics, benefit heatmap, and customizable planning features, this software empowers users to make informed decisions, maximize Social Security benefits, and achieve financial security with confidence.
Includes Lead Generation & Marketing Solutions
Offers comprehensive strategies and tools designed to enhance lead generation and marketing efforts for professionals in the financial industry, leveraging our presentations, scripts, and software that integrate with digital marketing techniques to drive business growth.
Includes Dedicated Support
Ensures you receive tailored assistance through direct access to experienced professionals, offering support in education and Social Security knowledge, software utilization, strategy implementation, and addressing complex Social Security planning needs to maximize benefits.
Features That Empower You
RSSA Roadmap Heatmap
Navigate the myriad of filing options with ease, finding the path that's right for you.
Tax Calculator, Break-Even Calculator & PIA Calculator
Understand the financial implications of your claiming decisions.
Powerful Reporting & Social Security Support
Get clear, actionable insights tailored to your circumstances.
Cloud-Based Software
Access your personalized roadmap anytime, anywhere.
Software Features
Unlimited Client Accounts
Unlimited Scenarios
Benefit Heatmap
Efficient Client Onboarding
PIA Calculator
Break-Even Calculator
Social Security Tax Calculator
SETARA®
Shareable Client Reports
Live Support
Lead Generation & Marketing Integration
Cloud-Based Software
Integrates with SSA.gov
Unlocking Growth for Advisors, Institutions, PEOs, FMO/IMOs, Credit Unions, Brokers, Carriers & More
Teams & Enterprise – Contact the RSSA Roadmap Sales Team
We Take Security & Data Protection Seriously
RSSA has successfully completed a SOC 2 Type 2 audit, demonstrating our commitment to security, availability, and confidentiality of customer data. Our systems and controls have been independently verified by a licensed CPA firm to meet the Trust Services Criteria set by the American Institute of Certified Public Accountants (AICPA).
What this means for you:
- Continuous monitoring of our security controls
- Strict policies to safeguard customer data
- A commitment to maintaining industry-leading security standards