Retirement Road Map

What do you like best?

The depth that report shows. The clients are blown away at the detail that this product offers. This give a clear picture of our clients retirement as it is now and we can also change the numbers to show the client what their future retirement could be with only y a few changes.

What do you dislike?

The functionality is a little harder to learn than I would like. The graphics could be a little better. The reporting system is a little difficult to navigate.

Recommendations to others considering the product:

Make sure you have them do a demo and complete walk through of the product. This way you can see if you will find the product easy to learn. It has become easier to use once we got started and using it often.

What problems are you solving with the product? What benefits have you realized?

This helps me show my clients what their retirement future looks like. This assist me in the planning process.