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Nestimate

Partners

Plan-specific analysis,
under your brand.

Give your advisors and plan teams Nestimate with your logo on it, ready on day one.

Talk to us about partnering See a sample report

Current partners

Firms already bringing TDF IQ to their advisors and plans.

Announced on Business Wire, 2026.

Nuveen

Asset manager

Free TDF IQ access for advisors who work with Nuveen.

Apr 20, 2026

Asset manager

Offered through PGIM’s defined contribution solutions reps.

Aug 26, 2026

Insurer

TDF IQ and the Lifetime Income Evaluator for advisors and plan sponsors.

Sep 17, 2026

Why partner

What your network gets.

  1. Your brand on every report

    White label the app and the proposals your advisors hand to plans.

  2. Answers fitted to each plan

    Every suite is scored against the plan’s own census, not an average participant.

  3. A process that holds up

    Each proposal ends with a fiduciary checklist your advisors can show a committee.

Who we partner with

Four ways to bring
Nestimate to plans.

Each partner type gets the same plan-level analysis, shaped around the people it serves.

  • Asset managers

    Show where your suite fits.

    Give DC teams plan-level fit analysis for every plan they cover.

    Partner as an asset manager

  • Insurers

    Make income easy to choose.

    Compare in-plan annuities with the other options, on the record.

    Partner as an insurer

  • Recordkeepers

    Map plans to your platform.

    Match each plan to the suites and income products you carry.

    Partner as a recordkeeper

  • Your firm

    POWERED BY NESTIMATE
    ADVISORS
    Advisor 0112 PLANS
    Advisor 028 PLANS
    Advisor 035 PLANS
    CUSTOM THEME + LOGO

    Advisor networks

    Equip every advisor.

    Roll out co-branded access so each advisor can score the plans they serve.

    Partner as a network

How partnerships work

Co-branded access
for your network.

  1. Scope the program

    Decide who gets access and which tools: TDF IQ, the Retirement Income Platform, or both.

  2. Make it yours

    Your logo and colors on the app and on every proposal cover.

  3. Launch to your teams

    We onboard your advisors and plan teams and support them from there.

Your firm
Q3 2026

Target Date Fund
Fit Analysis

Prepared for the Acme Co. 401(k) Plan Committee

POWERED BY NESTIMATE1

White label theme

ACTIVE
Logoyour-logo.svg
Colors
Proposal coverON

Talk to us about partnering.

Tell us about your network. We’ll show you how co-branded access would work.

Get a demoSee a sample report