JourneyGuide is a new approach to retirement income planning software. Simpler. Faster. Better. Provide answers to your clients’ most important retirement questions in seconds, not days. And give them options beyond, “Save more, retire later.” Together, you can chart a course to a better retirement.
Using readily available client data, JourneyGuide runs a sophisticated analysis to quickly calculate your client’s after-tax, inflation-adjusted retirement income AND the likelihood of meeting their retirement income goal.
Answer “What if” questions in real time, eliminating hours of prep work and “I’ll get back to you.” Working collaboratively with your client, you can adjust key variables to see the impact on retirement income, and compare various scenarios against a baseline.
JourneyGuide moves people from uncertainty to confidence. Show clients what retirement will look like on their current path and the changes they can make to improve their prospects.