Simplicity Scottsdale (Simplicity), one of the nation`s largest annuity and insurance marketing organizations, today announced a partnership with RetireUp to integrate its newest proprietary platform, RetireUp Pro, into Simplicitys suite of technology solutions.
The financial advisors working with Simplicity Scottsdale now have access to the industry-leading RetireUp Pro planning platform, which uses client data to stress test and model annuities and insurance products directly within the clients portfolio in real time, building custom retirement income plans in minutes. During this process, advisors model what-if market scenarios using the clients own data. Complex concepts are displayed as simple numbers and visuals, bringing financial strategies to life and inspiring more meaningful advisor-client conversations. The platform also helps ensure regulatory compliance by providing risk tolerance exercises, capturing and recording client interactions, and automating form production and population.
“A fully comprehensive retirement planning solution is a key component of our technology stack, and RetireUp was the perfect fit,” said Simplicity Principal Dave Vick. Advisors work with us because theyre interested in taking their business to the next level. RetireUp facilitates that growth by allowing them to make the retirement income planning process streamlined and fully engaging. Were proud to partner with an industry leader like RetireUp and look forward to introducing the technology to our advisors.
“Simplicity is an ideal partner for RetireUp because the firm shares our mission of making the financial planning process collaborative and intuitive for clients, said RetireUp President and Chief Sales Officer Michael Roth. These tools will not only help propel advisors dialogue with their clients, but will enhance their efficiency, capacity and profitability, as well.
This article provided by NewsEdge.