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RetireUp is a web-based retirement portfolio management platform designed to help enterprises, registered investment advisors and independent financial advisors manage asset reallocation, annuity modeling and forms automation operations. Administrators can utilize an income stability ratio platform to measure and analyze the security of clients’ retirement assets against risk factors including market volatility, longevity and sequence of returns.
Features of RetireUp retirement income planning, customizable branding, accumulation planning, permissions management, presentation creation and more. Pricing is available on annual subscriptions.
1 Reviews of RetireUp
3 / 5 stars
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Sally from Tumbleweed Books, LLC
Company Size: 2-10 employees
Industry: Writing and Editing
Review Source: Capterra
Value for money
In a chaotic world RetireUp planning is a plus
The structure of RetireUp Classic is perhaps the best aspect of this software program. Rather than offering opinions about how the world is changing around us, this program provides outputs that enhance confidence in the user and the client. A BIG plus.
The price is a bit high, but in time I think the returns will be worth it, particularly given the economic challenges faced by Boomers, X-ers, etc.