Join the 1500 companies using G2 Track to manage SaaS spend, usage, contracts & compliance.



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

Work for RetireUp?

Learning about RetireUp?

We can help you find the solution that fits you best.

RetireUp Reviews

Chat with a G2 Advisor
Write a Review
Filter Reviews
Filter Reviews
Company Size
User Role
For Category
Showing 1 RetireUp review
LinkedIn Connections
RetireUp review by Jack D.
Jack D.
Validated Reviewer
Review Source

"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.

Sign in to G2 to see what your connections have to say about RetireUp

What Other Finance & Insurance solution do you use?

Thanks for letting us know!

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

Salesforce Financial Services Cloud Logo
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
HomeBudget Logo
HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.
Riskalyze Logo
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
MoneyGuidePro Logo
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
Joist Logo
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
Simple Logo
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.
Creditsafe Logo
The world's most used supplier of business credit reports
Firm58 Logo
Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.
Finance Logix Logo
Finance Logix
Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.
fi360 Toolkit Logo
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
Show more
Kate from G2

Learning about RetireUp?

I can help.
* 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.