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 and go into any client plan, then click "Presentation."

Questions?  Give us a call at 800-935-6880 or email us at

Topics: Tools