This article was originally posted on the Retirement Income Journal on January 11, 2018.
RetireUp, a retirement planning software for financial advisors, today announced the merger of their strategic partner, RepPro, a smart-forms and digital business execution platform. This merger follows the companies’ launch of RetireUp Pro, an end-to-end retirement income planning platform that elevates the client experience from start to finish, while helping advisors accelerate their business. The joint company will assume the RetireUp brand, headquartered in Chicago, IL.
Founded in 2012 by financial advisors, RetireUp provides thousands of financial advisors in the U.S. with a web-based retirement planning tool which uses charts and graphs to simplify complex financial concepts, “big-picture” visuals that engage clients so they can create personalized income plans within 30 minutes.
Users of RetireUp Pro can access RepPro’s automated smart-forms and business logic, which uses data integration and a fully automated filing system to expedite administrative tasks while reducing human error. As a result of the merger, Patrick Kelly, RepPro Co-Founder and CEO, will assume the role of executive vice president, Business Development, of RetireUp.