About RetirementView
RetirementView is a retirement planning software from Torrid Technologies that provides financial advisors and individuals with an intuitive visual approach to retirement planning. It combines Professional Edition, Couples Edition, and Personal Edition features, along with WebCalcs® Internet Financial Planning to help users effectively visualize their retirement goals. The software allows users to create customized retirement plans quickly and simply, ensuring clear communication with clients or family members. Designed for both individual users and financial professionals, RetirementView supports efficient planning and decision-making through its user-friendly interface. Key capabilities: Professional Edition Couples Edition Personal Edition WebCalcs® Internet Financial Planning Visual retirement planning Best for: financial advisors and individuals that need comprehensive retirement planning solutions.
RetirementView Details
RetirementView's In-App Market Place
Does RetirementView have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (CHF), Cny (¥), Rub (₽), Inr (₹), Brl (R$), Mxn (M$), Krw (₩), Thb (฿), Zar (R), Sek (kr), Nzd ($), Try (₺), Sgd (S$), Hkd (Hk$)
Pros & Cons
- Easy to Use: Requires minimal training and can create a plan in 10-15 minutes.
- Visually Appealing: Creates colorful illustrations to help clients understand their retirement income.
- Engages Clients: Helps involve clients in the planning process and breaks the ice with new clients.
- Sales Tool: Can be used to illustrate the need for additional financial products.
- Saves Time: Reduces time spent on complex reports and data entry.
- Boosts Referrals: Creates happy clients who are more likely to refer you.
- Unlimited Client Plans: Create plans for as many clients as you need.
- Advanced Tools: Offers features not available in consumer versions.
- Customizable Branding: Allows you to add your logo and branding to the software.
- Compliance Support: Includes customizable compliance disclaimers.
- Free Trial: Download and try the software before you buy.
- Limited Information: There is no mention of how complex the financial modeling is or how customizable the assumptions are.
- Outdated Look: The website and potentially the software interface may appear outdated based on user reviews.
- Security Concerns: There have been mentions of security pop-ups when using the website.
- Limited Reviews: There are only a few testimonials on the website, making it difficult to gauge overall user experience.
- No Integration: There is no mention of integration with other financial planning software or tools.
RetirementView's Support Options
Email Address
support@torrid-tech.comChatbot
Available