• Question
  • Must Have Data Aggregation

    Asked by a 50 year old man from Madison, AL on 3/16/2019

    One of the things I love about Personal Capital and their retirement analysis tool is that I can link all of my accounts and have my net worth, account values, etc.. all in one place and make some assumptions to see where I stand. I recently learned about NewRetirement as I want to do more detailed retirement planning but I really dislike that everything is entered manually. I like a lot about what you are doing and I see some features on the horizon such as tax planning which have me interested, but the ability to sync to all of my accounts is my number 1 must have...when do you plan to roll out that new feature? Thanks in advance.

  • Categories: Retirement Planning, Retirement Calculators


  • Steve 


    San Francisco, CA

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  • Hi,

    Thanks for your note - this is a feature that we are strongly considering for the latter half of 2019.

    We have been busy adding other features though - you can see some here: https://www.newretirement.com/retirement-calculator/plus-signup.aspx

    Any other suggestions are welcome.



  • Login to rate this answer:   Answered on 5/13/2019
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