Enterprise – Financial Advisors

For Financial Advisors

Engage and Retain More Clients
NewRetirement enables collaborative planning where financial advisors and their clients work together on digital financial plans.
Leveraging the NewRetirement platform with administrator portal, financial advisors have a new means to better engage and retain clients while enabling cost-efficient collaboration around the financial plan and specific to each client.
This self-service model reduces time that advisors use to collect comprehensive client information and their specific goals, enabling advisors to work with more clients and focus on strategic conversations to collaboratively enhance financial outcomes. Each advisor client can also run multiple scenarios of their plan with Monte Carlo modeling and embedded digital coaching which helps educate clients and leads to better advisor conversations.
  • Interactive and collaborative planning
  • Real-time insights into plan effectiveness
  • Focus on building and maintaining trust with clients
  • Proactively identify new strategic opportunities
“Great solution to engage existing clients as well as attract new clients”
Faster and Easier Way to Work with Clients
By offering existing or prospective clients an easy way to share their goals and financial details, advisors gain more time to focus on client outcomes.
Dashboard
Digital-first Guided Client Onboarding
  • Advisors can allow anyone to start their own plan
  • Provides easy way for sign up with link on advisor website or sent directly to clients
  • A co-branded client experience guides clients through onboarding process
  • Clients input details on their goals and current financial details
  • Advisor contact and link to schedule appointments are embedded into plan
Interactive Strategy Refinement
  • Advisor administrative view provides detailed dashboard of all clients
  • Advisor reports highlight strategic opportunities for clients
  • Advisors can drill into each client’s details and view engagement data
  • Advisors can create optimized scenarios to show clients new possibilities
  • Clients can make copies of advisor scenarios to continue exploring on their own
With a digital-first plan established through NewRetirement’s self-service platform, advisors can more easily collaborate with clients and engage in ongoing discussions while serving a wider client base.


Unlike any Financial Planning Platform
NewRetirement

Work with More Clients

Improve Client Engagement

Real Time Insights Into Plan Effectiveness

Only with NewRetirement
Accumulation and Decumulation Planning
  • Holistic planning, with both accumulation and decumulation, for lifetime income
Dashboard and income
Deepest Technology
  • Innovative and scalable financial planning and management engine, running tens of thousands of simulations, and delivered at low-cost with collaborative advice in a compelling platform
Interactive Community Helps Drive Innovation
  • Direct relationships with active user community of power users feeding rapid product innovations

Proven by End Users

“Best solution for the DIY financial and retirement planner I have found in 20 years.”

Greg R.

“It is so robust and much more sophisticated than anything else out there.”

Holly from Lakeland, FL

“Great financial planning software geared towards building a successful retirement.”

Ken K.

“Simple to use, structured approach, provides insights that can make a BIG difference.”

Kurt N.

“Love the ability to change projections and think it's a wonderful planner.”

Donna R.

“I am impressed by the depth and width of the calculations and also the fact that it is steadily being improved.”

Thomas P.

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