NewRetirement Planner

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Advanced Financial Planning and Guidance at Scale -

The NewRetirement platform enables individuals to do holistic accumulation and decumulation financial planning at scale with insights and education to boost clients financial IQ. Leveraging innovative AI technology running thousands of modeling scenarios, financial services organizations can provide strategic outreach to 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.

Unlike traditional financial planning resources that are basic, misaligned with people’s goals or out of touch with their resources, NewRetirement is holistic and focused on empowering people with personalized analysis and insights to drive deeper engagement in digital financial planning. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Key Features

Only with NewRetirement -

Accumulation and Decumulation planning

  • Holistic planning, with both accumulation and decumulation, for lifetime income

White Label and API delivery options

  • Customer branded with custom logic and stand-alone tools or full access to engine from existing applications and website

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

Innovative AI-based Technology

  • Scalable financial planning and management engine, running tens of thousands of simulations, and delivered at low-cost with collaborative advice in a compelling platform

Key Features

  • 100+ personalized plan assumptions
  • Simple UX for plan creation and scenario modeling
  • Track current and future cash flow
  • Interactive plan updates in real-time
  • Federal and State tax insights
  • Multiple strategies for decumulation
  • Explorers for optimization (Social Security, Roth Conversion)
  • 20+ analysis and projection charts
  • 150+ built-in coach suggestions using AI
  • Online help center and chat support
  • Community learning events
  • 1,500+ educational articles

Key Benefits

For Insurers -

Insurers are uniquely positioned to provide products that offer legacy protection, tax-deferred savings growth and guaranteed income for a person’s entire life.

  • Higher client engagement in retirement planning
  • Automated recommendations based on personal needs
  • Increase up-sell and cross-sell of products and services

For Wealth Management and RIAs -

Add collaborative planning to your digital or hybrid offerings and increase revenue and engagement, increasing conversion of prospects through self-service at scale.

  • Speed to market with digital planning (plan building, scenario modeling, and tracking)
  • Coaching and insights (recorded courses, learning articles, podcast, videos, and community)
  • Deliver more advisory services (CFP™, tax, estate, investing)

For Banks -

Enable new services and provide financial planning technology as a product to create new growth channel.

  • Automate upsell of products and services
  • Gain higher client satisfaction and increase client retention
  • Faster speed to market with digital financial planning

For Reverse Mortgage Providers -

Reverse Mortgage providers have an opportunity to expand their client reach and grow revenues.

  • Provide better knowledge of reverse mortgage options that can help clients
  • Increase conversion rate by better illustrating the value of home equity
  • Collect more data about prospects and how best to serve them

For DC Plan Providers -

Engaged plan participants are more likely to keep their money with a plan provider.

  • Leverage new business models today and in the future
  • Attract new and retain existing assets
  • Faster time to market with deeper capabilities
  • Reduced costs in technology development

Product/Service details