# Retirement Road Map Reviews
**Vendor:** Zuryc  
**Category:** [Other Finance &amp; Admin. Software](https://www.g2.com/categories/other-finance-admin)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 2
## About Retirement Road Map
A sales system that helps advisors chart retirement courses for Baby Boomers.




## Retirement Road Map Reviews
  ### 1. Great for client reivews

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michelle L. | Practice Manager, RP®, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 11, 2019

**What do you like best about Retirement Road Map?**

The depth that report shows. The clients are blown away at the detail that this product offers. This give a clear picture of our clients retirement as it is now and we can also change the numbers to show the client what their future retirement could be with only y a few changes. 

**What do you dislike about Retirement Road Map?**

The functionality is a little harder to learn than I would like. The graphics could be a little better. The reporting system is a little difficult to navigate. 

**Recommendations to others considering Retirement Road Map:**

Make sure you have them do a demo and complete walk through of the product. This way you can see if you will find the product easy to learn. It has become easier to use once we got started and using it often. 

**What problems is Retirement Road Map solving and how is that benefiting you?**

This helps me show my clients what their retirement future looks like. This assist me in the planning process. 

  ### 2. Retirement Road Map Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2017

**What do you like best about Retirement Road Map?**

It was easy to maneuver around the software program. Very intuitive

**What do you dislike about Retirement Road Map?**

Took awhile to load at certain times. Couldn't have too many things open on your computer

**Recommendations to others considering Retirement Road Map:**

I remember it being very easy to work with so I would recommend it

**What problems is Retirement Road Map solving and how is that benefiting you?**

Created plans for those who aimed to retire at a certain age from a certain point in time


## Retirement Road Map Discussions
  - [What is Retirement Road Map used for?](https://www.g2.com/discussions/what-is-retirement-road-map-used-for)

- [View Retirement Road Map pricing details and edition comparison](https://www.g2.com/products/retirement-road-map/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+23%3A42%3A44+-0500&secure%5Bsession_id%5D=018868e3-0972-4967-9cc6-befea6e10b1b&secure%5Btoken%5D=07044d2a25f89d06aa791837a82aa7e29eb293d7104fcc0378f4f0fb6392ee9d&format=llm_user)

## Retirement Road Map Features
**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

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