G2

Michelle L.

Practice Manager, RP®

Financial Services

Mid-Market (51-1000 emp.)

4/11/2019

"Great for client reivews"

4/5

What do you like best about Retirement Road Map?

The depth that report shows. The clients are blown away at the detail that this product offers. This give a clear picture of our clients retirement as it is now and we can also change the numbers to show the client what their future retirement could be with only y a few changes. Review collected by and hosted on G2.com.

What do you dislike about Retirement Road Map?

The functionality is a little harder to learn than I would like. The graphics could be a little better. The reporting system is a little difficult to navigate. Review collected by and hosted on G2.com.

Recommendations to others considering Retirement Road Map:

Make sure you have them do a demo and complete walk through of the product. This way you can see if you will find the product easy to learn. It has become easier to use once we got started and using it often. Review collected by and hosted on G2.com.

What problems is Retirement Road Map solving and how is that benefiting you?

This helps me show my clients what their retirement future looks like. This assist me in the planning process. Review collected by and hosted on G2.com.