ScenarioNow: Financial Planning Software, Retirement Seminars, Sales Training for Financial Advisors

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Wealth Planning

RetireNow Software

RetireNow is specifically designed for the Wealth Planning market.

Wealth Planning Model: Real issues for managing wealth cannot easily be separated. They usually involve difficult tradeoffs, often involving things that are indirectly related to the issue at hand. RetireNow is the first software program designed to model the complex tradeoffs involved in managing wealth.

Visual Design: We built RetireNow to fill a gap we saw in the retirement and estate market for a program that merged powerful analysis with attractive and understandable graphics – something that could be used in the backroom or directly with a client.

RetireNow’s strength is that it was designed to illustrate multiple scenarios quickly, eliminating costly and unnecessary delays in the planning and sales process. You can quickly illustrate changes in retirement age, standard of living, interest rates, asset ownership, liquidation order of assets ... and many more variables – visually.

Powerful Yet Easy to Use. Good software that’s usable is extremely rare. Our program is unique in that it is designed by financial advisors and clients. It is both very powerful and easy to use, filling a critical gap in the marketplace.

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