Personal Retirement Optimizer (PRO) aims to maintain the current standard of living by analyzing current income levels and deducting expenses that are not applicable in retirement. The application then simulates the effects of drawing the required amounts from different savings and revenue sources once in retirement to arrive at an optimal solution. The result is an accurate assessment of how much a client can earn/draw in retirement and for how long. This valuable analysis is complemented by multiple optimization options such as increasing RRSP contributions, splitting eligible pension income, etc.

PRO also features client data import functionality from WealthElements.