October 3, 2017 (CHICAGO, IL) - RetireUp, a retirement planning software for financial advisors, and RepPro, an automated form and application filing platform, today announce their partnership and the launch of RetireUpPro. Created as an end-to-end retirement income planning platform for financial advisors, RetireUpPro uses industry-leading technology to expedite the operational workflow of an advisor’s business, while putting the client in the driver’s seat of their own financial futures.
“Planning for retirement is a deeply personal experience, yet many of the platforms available today are one-size-fits-all solutions,” said President and Chief Sales Officer of RetireUp, Michael Roth. “We felt it necessary to completely change the game for both the advisor and the client. RetireUpPro does this by putting them on the same side of the table so they can uncover challenges and work together. Every feature, from the engaging visuals to the advanced data analytics, is aimed at making retirement planning understandable, accessible and personalized for the client, empowering them to take an active role in planning for their futures.”
RetireUpPro was built by advisors for advisors. The advanced – yet easy-to-use – technology uses a solution-driven platform that increases efficiency, profitability and scale to accelerate the growth of an advisor’s business at every stage. These solutions include:
- Personalized planning in real time: RetireUpPro’s real-time modeling software simplifies complex data and instantly illustrates a client’s most critical income risks – building a personalized income plan in 30 minutes or less. Together with the client, advisors can explore “what if” scenarios and test-drive various pre-modeled products using the client’s own portfolio data.
- A streamlined back-office workflow: Powerful data integration, built-in logic, and a fully automated filing system expedite administrative tasks from start to finish while reducing human error. RetireUpPro cuts the application process from hours to minutes and does the heavy lifting by auto-populating the necessary forms by an average of 60 percent - in turn, eliminating back office strain and frustrating delays for the advisor and their clients.
- A meaningful client experience: RetireUpPro’s engaging visuals transform abstract financial concepts into realistic narratives and approachable data points that enable clients to feel more engaged and in control of their financial futures. Advisors who have used RetireUpPro reported case sizes 3 times larger than the industry’s average.
“More Americans are approaching retirement today than ever before, and as such, the financial services space continues to grow and become increasingly competitive. It is crucial that firms have a technology infrastructure in place that provides them with the efficiency, support and organization needed to stay competitive – or they will risk losing clients and producers,” said CEO of RepPro, Patrick Kelly. “RetireUpPro is streamlined, secure and compliant so advisors can focus on what they do best: helping their clients.”
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RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets. RetireUp’s web based tool sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. The tool provides a useful balance between basic retirement calculators and complicated retirement planning tools. RetireUp works with enterprises, registered representatives, independent financial advisors and RIAs. For more information go to www.retireup.com.
RepPro was designed to eliminate the headaches, hassles, and inefficiencies that exist with paper forms. The platform takes the entire forms process online and creates a system that significantly reduces time and errors. Store your clients information, fill out and submit their forms, and in the future, accessing a clients forms is just a few clicks away. For more information go to www.reppro.co.