Introducing G2.ai, the future of software buying.Try now
Tax.com™ Unclaimed Property Solutions
Sponsored
Tax.com™ Unclaimed Property Solutions
Visit Website
Product Avatar Image
RetireUp

By InvestCloud

4.5 out of 5 stars
3 star
0%
2 star
0%
1 star
0%

How would you rate your experience with RetireUp?

Tax.com™ Unclaimed Property Solutions
Sponsored
Tax.com™ Unclaimed Property Solutions
Visit Website
It's been two months since this profile received a new review
Leave a Review

RetireUp Reviews & Product Details

Profile Status

This profile is currently managed by RetireUp but has limited features.

Are you part of the RetireUp team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Product Avatar Image

Have you used RetireUp before?

Answer a few questions to help the RetireUp community

RetireUp Reviews (2)

Reviews

RetireUp Reviews (2)

4.5
2 reviews

Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Financial Services
UF
Small-Business (50 or fewer emp.)
"Great tool for retirement planning."
What do you like best about RetireUp?

Helps me provide an in depth retirement plan for prospects. Review collected by and hosted on G2.com.

What do you dislike about RetireUp?

The only thing I would like to see is the ability to change the Social Security projections in future years to show a prospect the impact of a reduced benefit. Review collected by and hosted on G2.com.

Jack D.
JD
Financial Advisor
Small-Business (50 or fewer emp.)
"Not too complex but exactly what most clients are looking for"
What do you like best about RetireUp?

In a simple way, advisors can show their clients a base scenario and several alternate scenarios. Review collected by and hosted on G2.com.

What do you dislike about RetireUp?

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 Review collected by and hosted on G2.com.

There are not enough reviews of RetireUp for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Zocks Logo
Zocks
4.8
(121)
Meeting Assistant for Financial Advisors
2
Joist Logo
Joist
4.1
(30)
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
3
BBVA Customer API Logo
BBVA Customer API
4.4
(29)
Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.
4
BBVA Payments API Logo
BBVA Payments API
4.6
(22)
Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers.
5
WhatsApp & WeChat Capture Logo
WhatsApp & WeChat Capture
4.7
(16)
VoxSmart's Mobile Capture solution offers real-time, multichannel communication capture for Android and iOS devices, ensuring comprehensive compliance across organizations. It seamlessly records all mobile communications, including voice calls, SMS, and instant messaging platforms like WhatsApp and WeChat, without altering the user experience. This enables businesses to maintain regulatory adherence while allowing employees to communicate through their preferred channels. Key Features and Functionality: - Comprehensive Communication Capture: Records voice calls, voicemails, SMS, and instant messages from platforms such as WhatsApp and WeChat in real-time. - Network Agnostic Deployment: Operates independently of network providers, ensuring functionality across all major networks. - Proactive Compliance Monitoring: Automatically tracks compliance and provides alerts for potential breaches. - Real-Time Data Availability: Captured communications are instantly accessible for investigation and compliance purposes. - Native Application Integration: Allows users to continue using their preferred communication apps without any loss of features or functionality. - Cross-Platform Support: Compatible with both Android and iOS devices, available through official app stores or deployable via Mobile Device Management platforms. Primary Value and User Solutions: VoxSmart's Mobile Capture addresses the critical need for regulatory compliance in industries where communication monitoring is mandatory. By capturing and archiving all relevant mobile communications, it helps organizations mitigate risks associated with non-compliance, such as hefty fines and reputational damage. The solution ensures that employees can communicate freely and efficiently using their preferred platforms, without compromising on compliance requirements. This balance between user convenience and regulatory adherence is particularly valuable for financial institutions and other regulated sectors, enabling them to maintain operational efficiency while meeting stringent compliance standards.
6
Cascade Debt Logo
Cascade Debt
4.9
(16)
Debt is complicated - Cascade makes it easy. An all-in-one platform purpose built to help companies around the world prepare for, raise, and manage debt from institutional investors. We help companies leverage asset-backed debt facilities, venture debt, on-balance sheet loans, securitizations, and more as an avenue to smart growth.
7
Capitaliz Logo
Capitaliz
4.8
(16)
Capitaliz does more than confirm your business' value. Intelligent recommendations guide that value upwards through business development approaches such as process improvement, reducing risks, and creating sustainable growth. Powered by Succession Plus, based on millions of exit planning data points. With Capitaliz, SMEs now have a purpose-built tool to deal with benchmarking and comparison with industry competitors to identify over or underperformance. Business owners can access real-time, benchmarked data on the value of their business.
8
Simple Logo
Simple
4.4
(15)
With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
9
TaxGPT Logo
TaxGPT
4.5
(16)
TaxGPT is an AI-powered tax operating system built to eliminate 90% of the time spent on complex tax research, writing, and quality control. Get instant, cited answers to complex U.S. and Canadian federal, state, and local tax questions from the Tax Code, IRC, regulations, and rulings. Draft tax memos, IRS/CRA notice responses, and client communications instantly. Run multi-jurisdictional research simultaneously with TaxGPT Matrix. Automate tax return reviews with Agent Andrew to flag errors and uncover missed savings. Use Client Intelligence to centralize all client data, documents, and research threads in one dashboard. Model-agnostic architecture, SOC 2 Type II compliant, with zero data training on clients’ data.
10
AppNomu Logo
AppNomu
4.8
(14)
"AppNomu is a web application software that enables companies to send bulk SMS, send airtime incentives and to sell airtime across the world. You can monito employee, employee salary, leave management and salary payout in one place. Send prepaid gift cards to the employee through an API and manage all transactions from one place."
Show More
Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

Product Avatar Image
RetireUp
View Alternatives