Company

Helping Financial Advisors effortlessly create reliable retirement planning reports with the best financial planning software

Quickly and accurately answer your clients biggest questions about retirement

Calculate your clients retirement cash flow in minutes

Retirement in a Nutshell retirement and financial planning software was developed for financial advisors who need a simpler solution for their clients. A solution that is aimed at answering every client’s first question, “Am I going to be OK in retirement?” Retirement in a Nutshell cash flow software answers this question quickly and efficiently. Now you can easily answer that question with minimum effort and powerful results.

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.

Our Mission

Helping Advisors Rid the World of Financial Fear, One Client at a Time.

Helping Financial Advisors Around the World

Sign up for a free 45-day trial today and generate reports quickly!


Provide your clients with peace of mind and help them visualize their financial future. RIAN will save you time, run a more compliant practice, and uncover additional planning opportunities.


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