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 by Torrid Technologies is a robust software solution designed primarily for retirement planning professionals, including financial advisors, insurance agents, brokers, HR personnel, and retirement plan participants. Its primary goal is to simplify and enhance the retirement planning process by providing users with powerful tools for analyzing and modeling various retirement scenarios. This software helps users manage and optimize retirement plans through a comprehensive suite of features that include projections, benefit calculations, and detailed analysis tools. Key features include tax optimization for retirement planning, modeling of different retirement income strategies, and user-friendly reporting that simplifies complex retirement plan evaluations. The user interface of RetirementView is streamlined and intuitive, with an emphasis on usability and ease of navigation. The platform is web-based, and its design focuses on making it simple for both professionals and plan participants to access and understand the information. The dashboard offers a clear view of all the retirement planning elements, including projections, historical data, and forecasted retirement income. The layout is clean, without unnecessary complexity, making it relatively easy to input data and receive results quickly.
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.
Features
Key features
- Visual Income Planning
- Creates colorful illustrations to help clients understand their retirement income picture.
- Quick and Simple
- Can create a plan for a client in 10-15 minutes.
- Easy to Use
- Requires no training class and minimal learning time.
- Client Engagement
- Helps "involve" clients in the planning process.
- Sales Tool
- Can be used to illustrate the need for additional financial products.
- Increase Efficiency
- Saves time on complex reports and data entry.
- Boosts Referrals
- Creates happy clients who are more likely to refer you.
Additional features
- Creates unlimited client plans
- No limit on the number of clients you can create plans for.
- Includes all software updates and enhancements for one year
- Ensures you always have the latest features and bug fixes.
- Provides free priority technical support via email or phone
- Get quick and easy assistance from the support team.
- Offers advanced tools not available in consumer versions
- Access to more sophisticated features and analyses.
- Allows for advisor branding
- Customize the software with your logo and branding.
- Includes customizable compliance disclaimers
- Ensure compliance with regulatory requirements.
- Shows clients a projected retirement income picture
- Visually represents the client's financial future.
- Breaks the ice with new clients
- Helps build rapport and trust with new clients.
- Great for participant meetings, enrollment meetings, or quarterly client meetings
- Use the software to educate and engage clients.
- Great for one-on-one laptop meetings
- Conduct personalized consultations with clients.
- Affordable - $899 annually (for One Advisor; Office Paks available)
- Competitive pricing for a powerful tool.
- Free Trial Download available
- Try the software before you buy.
- Works with Annuities, Wealth Management, Life Insurance, LTCi, Indexed Universal Life, Rollovers, 401k plans, Reverse Mortgages, Disability, or any other related financial product
- Versatile tool for various financial planning scenarios.
- Great for financial advisors, brokers, professionals, insurance agents, CPAs, attorneys, HR personnel and anyone else who wants1 to show clients their retirement income picture
- Suitable for a wide range of professionals.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About RetirementView
RetirementView is a retirement planning software from Torrid Technologies that provides financial advisors and individuals with an intuitive visual approach to retirement planning. It combines Professional Edition, Couples Edition, and Personal Edition features, along with WebCalcs® Internet Financial Planning to help users effectively visualize their retirement goals. The software allows users to create customized retirement plans quickly and simply, ensuring clear communication with clients or family members. Designed for both individual users and financial professionals, RetirementView supports efficient planning and decision-making through its user-friendly interface. Key capabilities: Professional Edition Couples Edition Personal Edition WebCalcs® Internet Financial Planning Visual retirement planning Best for: financial advisors and individuals that need comprehensive retirement planning solutions.
RetirementView Details
RetirementView's In-App Market Place
Does RetirementView have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), 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
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