Retiremax Software LLC +4

Name: Retiremax Software LLC
Rating: 5 (2 reviews)
Author: Retiremax LLC

Retiremax LLC

- 5,0 • 2 avaliações

- Grátis

Descrição

A retirement planning app designed to make your daily work quicker and easier.
RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions.
Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, download, and send client scenarios.
Retiremax… Simple, mobile, fun!

20 de ago. de 2024

Versão 3.4.1

- Bug fixes & improvements

5,0 de 5

2 avaliações

Financial Advisors Specializing in Pension/TSA marketplaces

This app absolutely makes my life easier!!
1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!).
2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan.
A must have for the financial planning professional (another superior tool for the "tool belt").

Planner

Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.

Great App!

This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!

Retiremax LLC, responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para mais informações, consulte sua política de privacidade.