RetireMap is a smart software solution designed to enhance productivity and efficiency for Financial Planning or Accountancy practices. It aims to reduce overheads, increase productivity, engage clients, and speed up data entry. The software uses advanced algorithms, templates, and automation to streamline the planning process, making it easier, faster, and more enjoyable for both Adviser and client. It features a range of patented tools to heighten client engagement and Adviser productivity. RetireMap handles a range of complex, time-consuming calculations in minutes, including long-term Super C/C & NCC, CGT, Home upsizing or downsizing, property acquisition & disposal, sale of business, and more.
The software is grouped into three sequential sections: Fact Find, Strategy, and Reports. The Fact Find section is a step-by-step data entry grouped into key areas with a high degree of control throughout the process. The Strategy section maps out the Client’s plan in detail by implementing future financial decisions. The Reports section includes a comprehensive suite of reports that can be used to enhance strategy development, as well as presenting to the Client as final outputs. RetireMap is designed to give Advisers control over the finer details, such as wage growth and tax-free packaged salaries.
For more information click here
