RetireUpdate

Transamerica, Businessolver Launch Wealth and Health Integration: Portfolio Products

This article was originally posted on Think Advisor by Emily Zulz on March 12th, 2018.

RetireUp announced an integration with Redtail Technology that will power RetireUp’s entire suite. This includes RetireUp’s newest product RetireUp Pro, an end-to-end retirement planning tool that enables advisors to build customized retirement income plans for clients in minutes.

According to RetireUp, this integration furthers its advisors’ ability to streamline back-end processes and client workflow, enabling them to re-focus their time on their clients to achieve optimal financial outcomes.

RetireUp Pro, which launched in October 2017, provides back-office solutions specifically suited for an advisor’s fiduciary role. Features include automated form-filling and transaction history documentation to ensure the advisor remains fully compliant. These capabilities, paired with Redtail’s web-based, user-friendly interface, will allow advisors to feel confident that they are providing the most informed, personalized, and powerful financial plans for their clients.

The Redtail integration is available for all current users of RetireUp.

Topics: Press