Saas Retirement Planning App

Our client, a financial advisory firm, faced significant challenges in providing personalized retirement planning services to their clients. The existing process was manual and time-consuming, requiring advisors to gather data, perform calculations, and generate reports individually for each client. This approach was not only inefficient but also prone to errors, leading to inconsistencies in the advice given.

‍

The lack of an automated tool meant that clients had to wait longer for their retirement plans, reducing overall satisfaction. Additionally, advisors were unable to explore multiple investment scenarios efficiently, limiting the depth and quality of the advice provided. The firm needed a solution to streamline their processes, improve accuracy, and enhance the client experience.

We developed a custom web development solution tailored to the firm’s needs: the SaaS Retirement Planning App. This app automated the data collection and analysis process, allowing advisors to input client information and instantly generate comprehensive retirement plans. The app featured multiple investment scenarios, enabling advisors to present various options to clients based on different assumptions and risk profiles.

‍

Key features included a personalized savings plan that adjusted dynamically based on the client's inputs, real-time updates of projections, and a user-friendly interface that made the tool accessible to both advisors and clients. The solution also included an export function, allowing easy generation of detailed reports in an easy-to-use format, facilitating better client communication and understanding.