Enterprise – Financial Services

Improve Client Knowledge and Sell More Products and Services
Financial Service organizations need to focus on improving their digital and mobile financial planning offerings to meet the expectations of digitally engaged clients. What’s needed is holistic digital planning solution, with both accumulation and decumulation forecasting, for lifetime income management.
“95% believe that an asset manager’s technology, data and digital capabilities will be differentiators”

— The Future of Asset Management by Accenture 2021
EY researchers estimate that by 2030, there will be a $240 trillion retirement savings gap and a $160 trillion protection gap. Insurers are uniquely positioned to address these gaps with products that offer legacy protection, tax-deferred savings growth and guaranteed income for life.
  • Higher client engagement in retirement planning
  • Automated recommendations based on personal needs
  • Increase up-sell and cross-sell of products and services
Dashboard and income
Wealth Management and RIAs
Add collaborative planning to your digital or hybrid offerings and increase revenue and engagement, increasing conversion of prospects through self-service at scale.
  • Speed to market with digital planning (plan building, scenario modeling, and tracking)
  • Coaching and insights (recorded courses, learning articles, podcast, videos, and community)
  • Deliver more advisory services (CFP™, tax, estate, investing)
As technology expands to enable new services, the shift towards providing technology as a product is creating new opportunities for the industry.
  • Automate upsell of products and services
  • Gain higher client satisfaction and increase client retention
  • Faster speed to market with digital financial planning
Mortgage Providers
There is $21 trillion in home equity value, an increase of $8.7 trillion in 2010. Reverse Mortgage providers have an opportunity to expand their client reach and grow revenues.
  • Provide better knowledge of reverse mortgage options that can help clients
  • Increase conversion rate by better illustrating the value of home equity
  • Collect more data about prospects and how best to serve them
Unlike any Financial Planning Platform

Leverage New Business Models Today

Faster Time to Market with Deeper Capabilities

Higher Client Satisfaction and Retention

Only with NewRetirement
Accumulation and Decumulation Planning
  • Holistic planning, with both accumulation and decumulation, for lifetime income
Dashboard and income
White Label and API delivery options
  • Customer branded with custom logic and stand-alone tools or full access to engine from existing applications
Stand-alone Components
  • Easy-to-use application tools with single-purpose functionality (Social Security, Roth Conversion, Tax Optimization, and more)
Interactive Community Helps Drive Innovation
  • Direct relationships with active user community of power users feeding rapid product innovations
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

Proven by End Users

“This platform sheds light on so many things that you need to think about and consider all in one place.”

Ann Marie B.

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

Holly from Lakeland, FL

“I am a big fan. The thoroughness made me feel confident about retiring early. (I had Schwab run my numbers. They had only 25% of the detail offered by NewRetirement.)”

Kathy from Johnson City, TN

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

Greg R.

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

Kurt N.

“I’m a financial planning professor and suggest this to many of my students as a valuable tool.”

Prof from Pasadena, CA

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