Build a better financial plan, together.
The next generation of retirement planning has arrived. Introducing RetireUp Pro.
The next generation of retirement planning has arrived. Introducing RetireUp Pro.
Model alternative assets and insurance products at the actuarial level, directly inside the portfolio.
Demonstrate the effect multiple income risks can have on a client's target retirement income.
Show the portion of assets protected from market volatility with the Income Stability Ratio.
Interactive tools and dynamic graphics enable you and your clients to quickly identify retirement income risks and opportunities, explore options, and reach a solution — all from a single platform.
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Enhanced assessment and modeling capabilities lead to advanced accumulation strategies. Added data integration and automated transactions streamline the entire end-to-end process.
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“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.”
Managing Principal – Advisors Financial Group
“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 understand the presentation.”
President/CEO - Legacy Investment Services, Inc.
“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.”
Owner - Palma Financial Services, Inc.
