Horsesmouth's Savvy Social Security Planning Maintains #1 Ranking and Earns Exclusive "Software All-Star" Status in 2025 Advisor Survey

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  • Enhanced software drives even higher advisor satisfaction scores
  • Generation X emerges as prime market for Social Security planning as complex family structures drive need for expert guidance

Horsesmouth's Savvy Social Security Planning Maintains #1 Ranking and Earns Exclusive "Software All-Star" Status in 2025 Advisor Survey

Horsesmouth
Melissa Daniel
(212) 217-1131
melissa@horsesmouth.com

For the third consecutive year, Horsesmouth's Savvy Social Security Planning® software and education suite has earned the top spot in advisor satisfaction rankings, according to the annual T3/Inside Information Software Survey.

Not only did Savvy Social Security Planning maintain its #1 position, but its satisfaction rating increased from last year's already impressive score. Additionally, it was the only solution in the Social Security category to be designated a "Software All-Star" for 2025.

The prestigious designation is reserved for solutions that achieve both exceptional user satisfaction ratings (8.0+) and strong market presence, placing Savvy Social Security Planning among the elite software offerings across all financial technology categories.

"Earning the top ranking for three straight years validates our commitment to continuous innovation," said William T. Nicklin, CEO of Horsesmouth. "What's particularly gratifying is seeing our satisfaction rating climb even higher this year. The 'Software All-Star' recognition further confirms the exceptional value advisors receive from our solution. We attribute this success to our 2024 software enhancements that expanded advisors' capabilities to handle increasingly complex client scenarios."

The T3/Inside Information survey gathered responses from thousands of financial advisors across the industry.

Enhanced software addresses whole-family planning needs

The software upgrades released last year included integration of multiple planning calculators into a unified application, expanded modeling capabilities for whole-family analysis across complex situations, and greater customization options for advisors.

"The modern financial advisor needs tools that can address increasingly diverse client situations," said Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning. "Our enhanced software provides sophisticated modeling for various scenarios, including dependent benefits, blended families, and special situations for surviving spouses—all within a unified, streamlined interface. Advisors tell us this flexibility is making a real difference in their ability to deliver value to clients."

Mark Ursel, Chief Technology Officer at Horsesmouth, added, "We designed our recent enhancements based directly on advisor feedback, focusing on greater flexibility, speed, and customization options. Seeing this translate into great value for advisors is tremendously gratifying for our development team."

Generation X drives new demand for Social Security expertise

As Generation X approaches their peak earning years and retirement planning window, expert Social Security guidance has become a critical differentiator for advisors. This generation faces unique challenges including caretaking responsibilities for both children and aging parents, complex career patterns, and evolving family structures. For many clients and their advisors, Social Security planning serves as the foundation and starting point for the broader retirement income planning process.

"Generation X clients present important considerations for Social Security planning," Floyd noted. "Now approaching their 60s, and in various stages of retirement readiness, they want to know how Social Security will fit into their overall retirement income plans, taking into account family and career dynamics. These clients value detailed analysis of their benefit options, and our software equips advisors to deliver the precise Social Security guidance they need."

The Savvy Social Security Planning program continues to offer a comprehensive solution that builds advisor expertise, educates clients, and helps financial professionals grow their business. The program includes:

  • Industry-leading software with customizable client reports (FINRA-reviewed)
  • Six client education presentations (FINRA-reviewed)
  • Client education article reprints (FINRA-reviewed)
  • Educational client handouts
  • Financial advisor reference guides to Social Security
  • Twice-monthly newsletter
  • Q&A tool with access to tens of thousands of answered cases
  • 12 CFP CE credits per year

About Horsesmouth

Horsesmouth helps financial professionals educate their clients and grow their businesses. We serve financial advisors, planners, agents, accountants and other professionals, representing every major financial firm and business model. The Horsesmouth team is guided by extensive primary research and over two decades of experience. The company is headquartered in midtown Manhattan, with employees spread out across the country. To learn more, visit horsesmouth.com.