Be Solution Oriented

Answer Tough Questions

Answer tough retirement planning questions on pensions, social security, taxes, debt and so much more. And do it in a way they’ve never seen before.

A Written Customized Plan

Bring your clients financial plan to life. Give them a written and actionable plan that’s customized…not canned.

Followup with your Customers

Great customer service leads to great referrals. Built-in annual review, followup & birthday reminders confirm you’re the superstar you are!

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Build a Plan.
Build a Business.

RetireMax was built by advisors for advisors to take the challenges surrounding a wide range of planning decisions and make them simple, mobile and fun. In addition, RetireMax helps an advisor build a business while they build their client base one prospect at a time.

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WHY IT WORKS

MAKE IT SIMPLE

And revenue will soar. Convert prospects to clients quicker by making complicated topics and confusing calculations easy to understand.
MAKE IT MOBILE

Because mahogany desks and waiting areas are over. Engage prospects & clients while on the go from anywhere in the world.
MAKE IT FUN

So people look forward to it. Planning out their future should be the most enjoyable thing they do today.

CRM

Build plan data and CRM data at the same time
Retirement Plans

Develop consistent, high quality retirement plans
Answer Tough Questions

Answer hard questions in easy to understand modules
Calculate Pensions

Calculate over 300 pension plan options for state and federal employees
Collaborate

Collaborate in-person or virtually
Send Proposals

Email plan proposals with two clicks

Reminders

Set follow up reminders to keep opportunities hot
Document Storage

Store client documents in the cloud for easy retrieval
Notes

Document client notes for compliance
Track Production

Track production for yourself and a team
Happy Birthday!

Send automated birthday & annual review emails with one click
Marketing

Market to prospects and hand-hold clients in mass without leaving the app

Drive more business and wow clients by answering questions quickly and efficiently. Whether they’re considering a rollover, contemplating how much to save per month, wondering about when to take social security, or wanting to reduce their tax rate, RetireMax can help.

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Industry Leading

CRM

Efficiently build out a CRM at the same time you build out your clients financial plan. Why has this never been thought of before?!? Now it has.

Business Tracking

Easily set goals and track your activity, production & product selection. And watch your CRM build itself out in seconds with quick reminder prompts and new business workflows.

Document Storage

Cloud based plan design, client notes and document storage makes it easy to access the information you need securely from anywhere you want to be in the world that day.

Agency Management

Running a team of financial advisors has never been easier. Set goals, see activity, track case loads, production and product placement all from one dashboard - and without having to follow up 10X asking for the data. Yeah, we know.

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Managing A Team?

What’s harder than managing people? Nothing! With the speed of work increasing, retention challenges galore, increased interdependency and productivity pressures ever present its “lonely at the top”. That’s why we created the RetireMax Franchise and Enterprise solutions. Both platforms allow for organizational oversight, case design management, client acquisition data, and sales tracking. Accelerate your training process, help your sales reps set and reach goals and then track new business so you know who’s active and who’s not. All from a simple dashboard. And oh by the way, when they leave and go to ‘greener pastures’, everything is still there for you to continue to do what you promised you would do - service your firm's clients!

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A Client Management System

That I Can Actually Manage!

Studies show that 70% of CRM projects fail. They only work if you put relevant data in them. Plus, its very time consuming and tedious to re-enter client information over and over into multiple platforms. What if you could store your clients contact info, documents, and make notes while developing a plan that will change their life - all at the same time! And then get birthday, annual review and follow-up reminders when you open up the app without having to do anything extra. All in one place. Just don’t tell your administrative assistant it does all this. They might get jealous!

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