Comprehensive Plans,
File Sharing and Client Accounts

What is RetireWare?

A Web-based risk management and retirement planning collaborative software for advisors designed to build referral networks using social media. Leverage technology to enrich relationships with clients and prospects.

Managing Risk

When it comes to planning retirement, managing risk is paramount, as earning income ceases and the livelihood comes from pensions and invested assets. A sound plan must examine each of the potential risks that can occur: market, longevity, inflation, health care costs, early death and many others.

Post-retirement risk management framework

RetireWare helps you develop a financial plan for retirement, with an evaluation of the potential impact of each of the main post-retirement risks — longevity, market, inflation, early death, long-term care, etc. Results also include odds of success based on Monte Carlo simulation.

Leader's Group

Your Leader profile shows contact information, employer, education and professional designations. Your users will log in to their account, which lands on your Leader's Page. From there they can prepare a financial plan using a basic version of RetireWare, view news and interesting content and request help from you.

Constant contact

RetireWare is much more than a retirement planning software: it is a framewrok for interactions with your users. With our risk and product support blogs covering current events and planning topics, your users stay engaged with the site. You moderate your Leader's Group, keep your page current with news and interesting content, and provide personal attention and support to your users.

Grow your network

Our powerful platform for advisors is designed to build referral networks from clients using social media tools, such as Facebook, Linked in, Twitter and email. Users get an innovative service and you as an expert resource, and in turn make recommendations for your Leader's Group.

Adjusting for Life Events

Planning retirement is an ongoing process. Your clients and prospects must know how their investments and future income can create the lifestyle they want. Setting goals and monitoring progress, managing change and unforeseen events throughout retirement is part of this process. The way of the future is having all information always available for review online in a format that's easy-to-use, rich with visuals such as dashboards and charts, not a paper report discarded in the recycling bin!

Comprehensive planning

Integrate various types of assets and income to meet the goals of your client and his or her spouse. Our rich goal-setting functionality has options to increase or reduce income in the future, plan for special expenses and even use a detailed budget. Use a pre-built economic forecast and investor portfolio or set your own, with great level of detail.

Customizable reports

You can easily generate reports, saved them locally as PDF files or print in full colour. You can also customize and fully edit the report by pasting it in your favourite word processor.

Share information

RetireWare is a collaborative software You can share your work with your users. When you create a new file, both you and your user can work and view the financial plan. Users control file access from their privacy settings.

File management

Managing your user base is a breeze with the rich functionality of the file manager. Add new users, broadcast news, send invitations and reminders, remove inactive users and monitor activity and support requests.

Data anywhere

Your data and files reside on our servers in a secure database, so it is always available anywhere and anytime. No possibility of losing your data ever because of theft or computer malfunction. All information is always available online in a format that's easy-to-use in visually rich dashboards.

How Do I Use RetireWare?

RetireWare helps users understand how investments and future income can create the lifestyle they want for the rest of their life.

Is it User-Friendly?

Easy-to-use, full of rich visuals such as dashboards and charts and comprehensive analysis, incuding a risk
assessment and Monte Carlo simulations that determines the odds of success of the user's financial plan.



Press Coverage

RetireWare reviews in The Toronto Star, Investment Executive and Advisor's Edge Report and other praise in the media and awards. [More]

Three Versions for Individuals and Financial Advisors

DIY — Full-featured Web-based risk management and retirement planning software, with 10 files for sophisticated users who want to do their own plan.

Professional — Full-featured Web-based risk management and retirement planning software, with 50 files for financial advisors who want to prepare retirement plans for their clients.

Collaborative — Full-featured Web-based risk management and retirement planning software, with 200 user accounts for your Leader's Group. For qualified advisors only.

Why Baby Boomers Need This?

Planning retirement is an ongoing process. Your clients and prospects must know how their investments and future income can create the lifestyle they want. Setting goals and monitoring progress, managing change and unforeseen events throughout retirement is part of this process. The way of the future is having all information always available for review online in a format that's easy-to-use, rich with visuals such as dashboards and charts, not a paper report gathering dust in a file cabinet!

What's a Leader's Group?

A Leader's Group is a group of users moderated by a Leader who is a financial advisor and has professional qualifications to practice in one or several provinces in Canada. Users log in to their account and land on your Leader's Page. From there they can prepare a financial plan using a basic version of RetireWare, view news and interesting content and request help from their Leader. User data is private unless a user grants their permission to share it with you.

Your Leader's Page shows your profile with contact information, employer, education and professional designations. You can broadcast news, events and commentary to your Group, which they can view on your Leader's Page.

New users can request to join your Leader's group by making a request from a public profile page.

Compliance

RetireWare complies with Financial Advisor advertising standards because personal communications with clients or prospects are done using your own email system. Thus, your existing procedures for storing and monitoring communications continue to apply.

The personal profile you create contains general information, such as contact, education, and links to existing content, such as articles, commentary, etc. You can communicate to your Leader's Group by broadcasting news to announce events, new content and commentary. You can easily save the profile and news page for your own records from time to time.