Just a few of the ways RetireUp improves your sales process
A proprietary measurement that helps clients understand what percentage of their retirement income is subject to market volatility.
Build client income plans in 30 minutes or less and quickly generate "what-if" retirement scenarios.
With just a few clicks, create a PDF presentation for your client to take with them.
Integrate with some of the industry's leading tools to easily bring data into your clients plan.
Experiment with different financial scenarios and compare them at a glance.
RetireUp works around your schedule. Save your plans at anytime and finish them later.
"RetireUp is very easy to use live with the client in calculating various 'what-if' scenarios. We present the RetireUp client results on our conference room monitor using an iPad and Apple TV."
Greg Patterson CFPManaging Principal - Advisors Financial Group
RetireUp is easy to use and most importantly client friendly. RetireUp Support and Coaching is efficient and effective, I found Eric very knowledgeable and patient.
Miguel PalmaOwner - Palma Financial Services, Inc.
I met with one of my more "critical" clients yesterday and he commented how much he liked the program. We're going to do more work together because we were able to easily work through scenarios on the fly and he could easily understood the presentation.
Marc MinorPresident/CEO - Legacy Investment Services, Inc.