RetireUpdate

Client Presentations - Your Time to Shine!

RetireUp's client presentations have always delivered concise, story-based recaps of the dialogue between advisor and client - tailoring content to fit the exact need.

The content was great but advisors' #1 request in 2014 was to be able to customize the client presentations to fit your brand.  Well, it's here!

The new presentations give you the ability to:

  • Add your own custom logo
  • Switch to a clean, sleek layout and coloring
  • Update your presentation title to exactly fit the situation
  • Many other small tweaks to improve the presentation creating process

Detailed instructions are available here!

To get started, log into your RetireUp account at https://www.retireup.com and go into any client plan, then click "Presentation."

Questions?  Give us a call at 800-935-6880 or email us at hello@retireup.com.

Topics: Tools