Sage RetireEasy™
A cloud-based retirement planning service that helps households model retirement cash flows and determine an annual Roth conversion strategy. It helps households and advisors project taxes, Medicare costs, and retirement cash flows year by year using editable rule tables and scenario analysis.
Target users
pre-retirees age 50+
retirees managing withdrawals
higher-income households considering Roth conversions before RMD age
advisors who want a scenario engine behind a client portal
Familiant™ is a cloud-based SaaS platform that enables individuals and families to capture, manage, and share their extended family structures in a globally interoperable, standards-based format.
Unlike traditional genealogy tools that focus primarily on historical research, Familiant™ is designed as a living, dynamic “family graph” system. It allows users to:
Build and visualize complex multi-generational family trees across geographies
Represent relationships beyond simple lineage (e.g., stepfamilies, adoptions, cultural kinship structures)
Collaborate with relatives in real time to enrich and validate family data
Discover and connect with distant relatives already in the network
Export and import family data using open, standardized formats (e.g., GEDCOM+, JSON-based APIs)
The platform combines intuitive UI/UX, data standardization, and network effects to transform static family trees into interactive, shareable, and extensible digital assets.