RetireUp, provider of retirement income planning software for advisers, announced an integration with Wealthbox, a web- and mobile-based customer relationship management (CRM) application.
According to the firms, the Wealthbox integration will span the full RetireUp suite, including its newest product, RetireUp Pro. As described by RetireUp, this solution is an “end-to-end retirement planning tool that features real-time annuity, portfolio and insurance product modeling that enables advisers to build customized retirement income plans for clients in minutes.”
RetireUp President and Chief Sales Officer Michael Roth notes that the RetireUp platforms are designed to bring speed, simplicity and usability to every step of the client service process.
“The Wealthbox CRM system mirrors that approach and is a great complement to our planning solutions,” he suggests.
According to Wealthbox CEO John Rourke, advisers using the integrated solutions will be able to “modernize and streamline the planning process.
For information about RetireUp Pro or to request a demo, visit www.retireup.com.