---
title: RetireUp Reviews
meta_title: 'RetireUp Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how RetireUp works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 2
  scale: '5'
date_modified: '2026-03-29'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# RetireUp Reviews
**Vendor:** InvestCloud  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 2
## About RetireUp
Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.




## RetireUp Reviews
  ### 1. Great tool for retirement planning.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2020

**What do you like best about RetireUp?**

Helps me provide an in depth retirement plan for prospects.

**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.

**What problems is RetireUp solving and how is that benefiting you?**

I'm able to answer the most asked question prospects have, can i retire when I want to.

  ### 2. Not too complex but exactly what most clients are looking for

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jack D. | Financial Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2018

**What do you like best about RetireUp?**

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

**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

**Recommendations to others considering RetireUp:**

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 problems is RetireUp solving and how is that benefiting you?**

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.


## RetireUp Discussions
  - [What is RetireUp used for?](https://www.g2.com/discussions/what-is-retireup-used-for)

- [View RetireUp pricing details and edition comparison](https://www.g2.com/products/retireup/reviews?open_modal_url=%2Fproducts%2Fretireup%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fretireup%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-10+16%3A34%3A11+-0500&secure%5Bsession_id%5D=3348e729-fc01-4939-87ad-a272908cfcb3&secure%5Btoken%5D=91ea66cec8c85f77d212343b93167961204d09ce70b244983a1a634c28ba8ac1&format=llm_user)

## RetireUp Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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