Enterprise Companies and Employers NewRetirement enables companies to offer financial planning and guidance at scale. NewRetirement is built for financial services companies and employers. It is easy to use and enables customers to do holistic accumulation and decumulation planning at scale. Leverage NewRetirement’s technology and AI to provide strategic outreach to your customers to drive additional revenue and personalized offers. Expand your Market and Grow Revenue Allow customers to build a plan and discover opportunities to do better. Increase Customer BaseEngage customers early in their financial journey. Offer products and Advisor Services personalized to the stage of their financial life. Drive Sales and Engagement with AILeverage Virtual Financial Advisor and Explorer tools to help customers identify personalized suggestions for saving efficiently, decumulating assets, leveraging insurance products, etc. Customize the Platform Organizations can use NewRetirement’s Platform to get to market quickly, as well as streamline data to and from multiple sources. White Label VersionCreate a company-branded solution that drives customers to your product, services, and content. API Access to CalculationsEmbed NewRetirement’s functionality into your site, or feed supplemental data into the Platform. Initiate Repeat Usage Customers love taking control of their financial plans and exploring possibilities. Here’s how it works, customers: Create a Detailed PlanSee Where They StandLearn Financial Strategies to Optimize DecisionsMonitor their situation Equipped with knowledge, customers will seek your products, expertise, and support for the execution of key decisions. “The calculations are the most comprehensive out there, encompassing all aspects of the retirement puzzle.” |Holly from Lakeland, FL Product Features PlannerPlus is the world’s best financial planning tool, combining technology, insights, education, and community. Simple UX for plan creationEnter planning goalsTrack current and future cashflow100+ plan assumptions to personalizeInteractive plan updates in real-timeFederal and State tax insightsMultiple strategies for decumulationExplorers for optimization (Social Security, Roth Conversions)20+ analysis and projection charts150+ built-in coach suggestions using AI1,500+ educational articlesOnline help center and chat supportCommunity learning events Contact Us Email enterprise@newretirement.com for more information about how NewRetirement’s Platform can help your customers.