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RetireUp

4.0
(1)

Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.

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RetireUp review by Jack D.
Jack D.
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"Not too complex but exactly what most clients are looking for"

What do you like best?

In a simple way, advisors can show their clients a base scenario and several alternate scenarios.

What do you dislike?

The output is not very client friendly. The important number (annual spending in retirement), is in a faded color in relation to other numbers. The graphs don't have enough numbers shown. Too many output pages

Recommendations to others considering the product

If you're looking for a relatively inexpensive software to show clients retirement projections, and you aren't too picky with the output report, get this,

What business problems are you solving with the product? What benefits have you realized?

Solving the decision of ho to take pension distributions, if to get LTC insurance or not, do a reverse mortgage or not, and a multitude of others.

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