Solution introduction
Retirement Planning Solution by Devexperts is a financial platform for advisers of asset management firms to plan and visualize retirement spending of their clients
Devexperts Retirement Solution consists of the back- and frontend of a system, which forecasts income for a set period of time.
The system is equipped with data charting and visualization of a customer’s retirement portfolio. It demonstrates two retirement portfolio use cases: modelling of a possible situation and demonstration of a current portfolio. The solution can be easily integrated with 3rd party products and upgraded to a turnkey asset management platform. It generates high-quality printable reports and documents employed in further work with investors.
Devexperts Retirement Planning enhances financial advisors and account managers with intuitive platforms on their iPads and other tablets to demonstrate retirement saving plans during field sales.
