Frustrated with other software tools?
Have you been struggling to find the best financial planning software that is simple to understand, yet powerful enough to give you a full picture of your client in minutes instead of hours? If you thought that didn’t exist... it does. It’s called “Retirement in a Nutshell”.
What You Can Expect
You will gather more assets, save time, and increase your income when you use Retirement in a Nutshell with your clients. This powerful retirement planning software will help you get to know your clients better and they will appreciate your help as you lift financial fear from their shoulders. You will be the Captain of their financial future and they will depend on you to get them to their retirement destination.
Helping Advisors Rid the World of Financial Fear, One Client at a Time.
Helping Financial Advisors Around the World
Over 10,000 retirment reports generated for financial advisors around the globe and counting.
Consolidated cash flow reports that get right to the point
See your client's full financial situation, identify problem areas, run alternative scenarios, and recommend solutions all within a normal one-hour client session. Transform your clients into team members who feel like they are a part of the process and willingly buy-in to the results.