Enterprise Companies and Employers
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.
Allow customers to build a plan and discover opportunities to do better.
Organizations can use NewRetirement’s Platform to get to market quickly, as well as streamline data to and from multiple sources.
Customers love taking control of their financial plans and exploring possibilities. Here’s how it works, customers:
- Create a Detailed Plan
- See Where They Stand
- Learn Financial Strategies to Optimize Decisions
- Monitor 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
PlannerPlus is the world’s best financial planning tool, combining technology, insights, education, and community.
- Simple UX for plan creation
- Enter planning goals
- Track current and future cashflow
- 100+ plan assumptions to personalize
- Interactive plan updates in real-time
- Federal and State tax insights
- Multiple strategies for decumulation
- Explorers for optimization (Social Security, Roth Conversions)
- 20+ analysis and projection charts
- 150+ built-in coach suggestions using AI
- 1,500+ educational articles
- Online help center and chat support
- Community learning events
Email [email protected] for more information about how NewRetirement’s Platform can help your customers.