Approved for use at over 15 broker-dealers, including:
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“I love that Retiremap is vendor agnostic and engages participants by looking at their entire financial picture.
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Even more valuable is its ability to measure the advisor’s impact on improving plan outcomes and innovative use of webinars, email and tablets.”
- Jason Chepenik, CFP®, AIF®
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How Is Retiremap Different?
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Unlike providers’ tools, Retiremap:
- Is Advisor-centric with an Advisor Management Interface that makes it easy to review individual participant reports
- Measures and documents the impact of plan education on participant behavior with Performance Reports
- Delivers a holistic approach to plan education, while offering an independent solution not tied to a provider’s platform
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Who Retiremap Benefits
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Retiremap has distinct benefits for:
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Retiremap helps measure and document improvements in participant behavior. Additionally, Retiremap leverages delivery innovations such as tablets, webinars and email activation links to improve adoption rates and reduce costs.
1 Minute Video Tour
If you want to see how Retiremap works, click here to demo it.
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Differentiating your services is key to winning more retirement plans. By offering Retiremap’s holistic, independent solution, you can demonstrate how you are delivering plan education based on the latest research in behavioral finance.
Retiremap provides every participant with a personalized 10 page Starter Roadmap PDF and online Dashboard that makes it easy for them to save more.
