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Retirement Planning Systems for Financial Planning
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
Other Financial Planning
WealthTrace Retirement Planning Software
By: WealthTrace
https://www.wealthtrace.com/retirement-planning-software
By: WealthTrace
https://www.wealthtrace.com/retirement-planning-software
Offers simulation of different retirement scenarios, tax projections, and expense tracking. Users can create visual reports and share planning updates easily.
Retirement Planning Software
By: Retirement Planning Software
https://www.retirementplanningsoftware.com/
By: Retirement Planning Software
https://www.retirementplanningsoftware.com/
Includes calculators for retirement income, investment strategies, Social Security analysis, and tax implications, aimed at simplifying the retirement planning process.
FIS Retirement Planning and Administration
By: FIS Global
https://www.fisglobal.com/en/solutions/asset-managers-and-owners/retirement-services
By: FIS Global
https://www.fisglobal.com/en/solutions/asset-managers-and-owners/retirement-services
Comprehensive retirement plan management, plan design, participant communication tools, compliance monitoring, investment analytics, and integration with digital advice platforms.
WealthTec Suite
By: WealthTec (a division of Peregrine Solutions)
https://wealthtec.com/products/wealthtec-suite/
By: WealthTec (a division of Peregrine Solutions)
https://wealthtec.com/products/wealthtec-suite/
Sophisticated retirement income distribution modeling, multi-year tax projection, estate planning modules, Monte Carlo simulations, and customizable client reports.
Retirement gap analysis, comprehensive financial, estate, and protection planning, goal-based and cash flow-based calculation engines, client deliverables, scenario comparison.
Retirement cash flow projections, Social Security optimization, pension analysis, health care planning, real-time scenario adjustments, client reporting and interactive workshops.
BlackRock Retirement Analyzer
By: BlackRock Solutions
https://www.blackrock.com/us/financial-professionals/investment-strategies/retirement
By: BlackRock Solutions
https://www.blackrock.com/us/financial-professionals/investment-strategies/retirement
Retirement income projections, portfolio stress testing, risk analysis, Social Security optimization, tax-efficient withdrawal strategies, and healthcare cost projections.
Income planning tools, portfolio construction for retirement, tax-efficient withdrawal strategies, risk management, and custom client presentations.
Retirement plan setup and administration, fiduciary oversight, investment management, participant engagement tools, and compliance monitoring.
Detailed retirement income planning, tax-efficient withdrawal strategies, comparison of multiple income strategies, Social Security optimization, and comprehensive plan presentation tools.
Retirement needs analysis, goal-based planning, cash flow planning, Monte Carlo simulations, tax planning, and comprehensive reporting.
Performance reporting, account aggregation, retirement goal tracking, client portal, and integration with financial planning tools.