Enterprise – Plan Providers

Expand Your Market and Grow Revenue
Plan Providers need to elevate the client experience, increase plan participant engagement, and differentiate to retain and attract more assets.
The NewRetirement platform enables plan participants to do holistic accumulation and decumulation planning at scale. Leverage innovative technology and AI to provide strategic outreach to your clients and drive additional revenue and personalized offers. Equipped with greater financial knowledge, clients will seek your products, expertise, and support for the execution of key decisions. Engaged plan participants are also more likely to keep their money with a plan provider.
“Engaging clients with digital planning increases long term client retention”
Leverage New Business Models Today and in the Future
  • Population insights to enhance offerings
  • Digital advisory services
  • Link with partner platforms
Attract New and Retain Existing Assets
  • Participants keep their assets in plan if they have the insights to improve
  • More efficient plan and lifetime income management
  • Makes participant plans more effective decumulation vehicles
Faster Time to Market with Deeper Capabilities
  • Retire legacy technology or completely transform your financial planning experience
  • Leverage existing and proven innovative platform
  • Speed to market with digital planning
Reduced Costs in Technology Development
  • Lower cost to build, maintain and update technology
  • Supplement and free up internal resources
  • Regular ongoing enhancements and rapid development updates
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

“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.

Request Demo

Follow us on social media