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.
* We monitor all RetireUp reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.