Wall Street & Technology reports that Retirement Road Map creates a marketing program for retiree clients and provides advisors with needs analysis necessary for determining the appropriate planning options, according to the company. Retirement Road Map is an add-on to the company’s financial sales and collaboration application, PlanLab.
The new application calculates retirement incomes, including Social Security benefits, pensions, annuities and other income sources, then compares the information to the client’s retirement needs and determines the shortfall, according to WS&T. It then creates an investment strategy for each year of retirement to ensure the targeted annual income while optimizing investments.
Impact’s Web site is www.impact-tech.com .