RetirementView

The RetirementView Software - Professional Edition is a retirement income planning software designed for financial advisors, insurance agents, CPAs, attorneys, HR personnel, and other professionals. According to the vendor, this software allows professionals to create colorful illustrations of their clients' projected retirement income picture. It aims to simplify the retirement planning process and provide clients with a clear understanding of their retirement income. Whether working with individual clients or managing a large client base, RetirementView is tailored to meet the needs of professionals in various industries.

Key Features

Quick, Simple, Visual: According to the vendor, RetirementView simplifies the retirement planning process by providing quick and visual illustrations of clients' projected retirement income.

Create Colorful Illustrations: Professionals can use RetirementView to create colorful illustrations of their clients' retirement income using visual graphs and charts. This feature aims to enhance clients' understanding of their retirement picture.

Breaks the Ice with Clients: RetirementView serves as a conversation starter for advisors with new clients. The visual illustrations and interactive nature of the software aim to help build rapport and engage clients in the retirement planning process.

Builds Client Trust: According to the vendor, RetirementView acts as an independent 3rd party "expert" opinion, providing objective projections that help clients assess whether they will run out of money in retirement. This feature aims to enhance the advisor-client relationship and build trust.

Custom Compliance Disclaimers: Advisors can add custom compliance disclaimers to the illustrations in RetirementView to meet regulatory requirements and maintain professional standards.

Advanced Tools for Professionals: The Professional Edition of RetirementView offers advanced tools that provide additional functionality and customization options for professionals in the retirement planning industry.

Unlimited Number of Client Plans: Professionals can create an unlimited number of client plans using RetirementView, allowing them to efficiently manage their retirement planning process and serve a large client base.

Free Priority Technical Support: The Professional Edition of RetirementView includes free priority technical support via email or phone, ensuring that professionals have access to the assistance they need to effectively use the software.

Advisor Branding: RetirementView allows advisors to brand their illustrations with their own logo and contact information, helping them establish their brand identity and promote their services.

Easy to Learn and Use: RetirementView is designed to be easy to learn and use, with an intuitive interface and simplified workflow that aims to accommodate professionals with varying levels of technical expertise.