Edward Jones Partnered With Aboon on Retirement Tool
The financial services firm introduced an AI-powered platform to streamline retirement plan management for its 20,000 advisors.
Updated on Sept. 30, 2026 in Retirement Planning
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Edward Jones has teamed up with Aboon and Retirement Plan Advisory Group to build a new retirement plan management platform. The integrated tool is designed to support the firm’s vast network of advisors as they manage workplace retirement assets.
Why it matters
By digitizing the retirement plan lifecycle from prospecting to servicing, the firm intends to enhance the support provided to both business owners and plan participants. The technology aims to provide a unified experience across multiple record keepers.
Edward Jones manages nearly $107 billion in total retirement assets for 1.3 million participants. This volume is supported by 20,000 advisors operating across the United States and Canada.
The players
Edward Jones
A financial services firm with 20,000 advisors in the U.S. and Canada serving millions of clients.
Aboon
A financial technology company that received $17.5 million in seed funding in 2025.
Retirement Plan Advisory Group
A collaborative partner involved in the development of the new retirement management tool.
The details
The platform integrates directly into the existing Edward Jones advisor workstation and is designed to be record keeper- and TPA-agnostic. Currently in a beta testing phase, the system provides a comprehensive workflow for advisors handling diverse workplace retirement programs.
Timeline
September 2025: Aboon raised $17.5 million in seed funding.
September 30, 2026: Edward Jones announced the new AI-powered platform.
Early 2027: The prospecting module is expected to launch to the broader network.
Market Dynamics
The integration into the Edward Jones advisor workstation standardizes service delivery across the firm's vast advisor network. This development follows a broader trend of large financial institutions utilizing venture-backed fintech partnerships to consolidate and digitize legacy record-keeping processes.
Plan participants may experience improved plan administration and more proactive advisory communication as advisors gain better digital tools. The agnostic nature of the platform may eventually reduce administrative friction for employers managing multi-vendor retirement programs.
The takeaway
This partnership highlights how established financial firms are increasingly leveraging fintech startups to modernize internal operations. Advisors should monitor the rollout to see how these integrated tools impact their daily workflow efficiency.
What happens next
The prospecting module is scheduled for a wider network rollout in early 2027.
Further reading
For more background on the industry, visit the Retirement Planning section.
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Do you believe AI-powered tools will improve access to retirement plans for employees at small businesses?
