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Retirement Analyzer
Retirement and income planning software with client portal, CRM and training for insurance agents and advisors
Founded 1985retirementanalyzer.comNot yet confirmed by the company
What it does
Retirement Analyzer is financial planning software from Thomas Gold Solutions, used mainly by insurance agents, independent advisors, broker-dealers and marketing organizations that present retirement income strategies to clients.
The software builds client plans that compare strategies with charts and graphs, covering retirement income, asset drawdown, taxes, monthly expense analysis and legacy. Clients get a portal to view their current plan, statements and stored documents. Thomas Gold pairs the software with a C3 CRM, archiving and heavy training: daily case-help sessions, monthly module drill-downs, thrice-weekly open webinars and paid virtual bootcamps and admin training.
The program traces back to Cravens & Associates, founded in 1985 by Chuck and Pam Cravens to build it. Published pricing is $90 per month with a free trial; the Virtual Track and Admin University courses are $299 each.
Best for
- Serves
- Insurance, Broker-dealers, RIAs
Features
- Retirement income strategy comparison
- Graphical client plan presentations
- Client portal with document storage
- Monthly expense and tax analysis
- Integrated C3 CRM
- Case-design help and live training
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- $90/month; free trial; optional training courses $299 each
- Deployment
- Cloud
Coverage from The Daily Network
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