G2

Jack D.

Financial Advisor

Small-Business (50 or fewer emp.)

2/23/2018

"Not too complex but exactly what most clients are looking for"

4/5

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.

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, Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.