RetireUp, a retirement planning software solution for financial advisers, has announced the acquisition of its strategic partner, RepPro, a smart forms and digital business execution platform.
The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro, which they describe as an end-to-end retirement income planning platform that supports the client experience from start to finish, while helping advisers accelerate their business.
Founded in 2012 by a team of financial advisers, RetireUp is a comprehensive, web-based retirement planning tool which uses engaging charts and graphs to transform complex financial concepts into easy to understand, “big-picture” visuals that invite clients to become active participants in their own financial futures.
Users of RetireUp Pro have full access to RepPro’s automated smart forms and business logic, which uses data integration and a fully automated filing system to expedite administrative tasks while reducing human error. As a result of the acquisition, Patrick Kelly, RepPro co-founder and CEO, will assume the role of executive vice president, business development, RetireUp.