Overview
What is NewRetirement?
NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals.Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation…
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- No setup fee
For the latest information on pricing, visithttps://www.newretirement.com/retiremen…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is NewRetirement?
NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals.
Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue.
NewRetirement Features
- Supported: Holistic planning, with both accumulation and decumulation, for lifetime income
- Supported: White Label and API delivery options
- Supported: Simple UX for plan creation and scenario modeling
- Supported: Regular tax and regulation updates
- Supported: Built-in coach suggestions using AI
NewRetirement Screenshots
NewRetirement Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Languages | English |