Retirety

Retirety

Retirety is a software that helps financial advisors manage their clients' retirement plans and assets. It streamlines the retirement planning process by providing tools for visualization, reporting, projections, and scenario analysis.
Business & Commerce Financial Planning
retirement financial-planning visualization reporting projections scenario-analysis
Retirety alternatives ➤

Retirety: Retirement Planning Software

Retirety is a software that helps financial advisors manage their clients' retirement plans and assets. It streamlines the retirement planning process by providing tools for visualization, reporting, projections, and scenario analysis.

What is Retirety?

Retirety is a comprehensive software solution designed specifically for financial advisors who manage retirement plans and assets. It aims to simplify and enhance the retirement planning process through various features and capabilities.

One of the key features of Retirety is its visualization and projection tools. Advisors can easily create charts, graphs, and tables to visualize their clients' current retirement readiness and projected future outlook based on various assumptions. This allows clients to better understand where they stand for retirement and how different decisions can impact their plans.

The software also includes robust reporting functionality. Advisors can generate customized reports to share with clients, providing details on their retirement income projections, expenses, asset allocations, withdrawal strategies, and more. These reports help reinforce the advice and guidance provided to clients.

Additionally, Retirety enables advisors to run various what-if scenarios and Monte Carlo simulations for stress-testing retirement plans. By altering assumptions like life expectancy, market returns, spending needs, etc., advisors can model different outcomes to optimize their clients' asset allocation and withdrawal strategies.

The software also features smooth integrations with popular CRM and financial planning solutions, allowing consolidated and holistic management of clients' finances. Robust security protocols also ensure protection of sensitive client data.

In summary, Retirety combines retirement planning tools, visualizations, reporting, and integrations in an easy-to-use solution for financial advisors looking to elevate their retirement planning advisory.

Retirety Features

Features

  1. Retirement planning tools
  2. Asset management and visualization
  3. Reporting and projection capabilities
  4. Scenario analysis and modeling
  5. Collaboration and client portal

Pricing

  • Subscription-Based

Pros

Streamlines the retirement planning process

Provides comprehensive tools for financial advisors

Enables effective client communication and engagement

Helps optimize retirement planning strategies

Cons

Pricing may be cost-prohibitive for smaller firms

Steep learning curve for some users

Limited integration with external financial systems

Official Links

Official Website
https://www.retirety.com

The Best Retirety Alternatives

Top Business & Commerce and Financial Planning and other similar apps like Retirety

Here are some alternatives to Retirety:

Wealthfront icon
Wealthfront
Schwab icon
Schwab
Fidelity Investments icon
Fidelity Investments
Unifimoney icon
Unifimoney
FinTasks icon
FinTasks
Vanguard icon
Vanguard
Suggest an alternative ❐

Wealthfront icon

Wealthfront

Wealthfront is an industry-leading automated investment service and robo-advisor founded in 2008. It uses sophisticated algorithms and software to build and manage customized investment portfolios tailored to each client's unique financial situation and goals.Here are some key features of Wealthfront:Automated investing powered by advanced software and strategies usually available only...
Wealthfront image
Schwab icon

Schwab

Schwab is one of the largest and most well-known online brokerage firms in the U.S. Founded in 1971 as a traditional brick-and-mortar discount brokerage, Schwab has grown to become a full-service firm that provides a wide range of investing services and tools for retail investors.Key features and services provided by...
Schwab image
Fidelity Investments icon

Fidelity Investments

Fidelity Investments is a leading financial services company offering a wide range of investment and retirement products, wealth management services, trading platforms, and more. Founded in 1946 in Boston, Massachusetts, Fidelity has grown into one of the largest mutual fund and financial services groups in the world.For individual investors, Fidelity...
Fidelity Investments image
Unifimoney icon

Unifimoney

Unifimoney is a comprehensive personal finance management software designed to help users take control of their financial lives. With powerful features for tracking income and expenses, creating customizable budgets, analyzing spending patterns, managing debt, investments, and net worth, Unifimoney provides deep insights into your financial situation.Key features of Unifimoney include:Spending...
Unifimoney image
FinTasks icon

FinTasks

FinTasks is a versatile personal finance app designed to help users take control of their money and achieve financial goals. With FinTasks, users can:Link bank, credit card, loan, and other financial accounts to automatically track all transaction activity.Create customized budgets and categories to see exactly where money is being spent...
FinTasks image
Vanguard icon

Vanguard

Vanguard is one of the world's largest investment management companies, offering a wide variety of mutual funds and ETFs to both individual and institutional investors. Founded in 1975, Vanguard is structured as an investor-owned fund company meaning the investors own the funds instead of outside shareholders.This unique structure allows Vanguard...
Vanguard image