RetireReady Solutions

RetireReady Solutions has been providing retirement software to advisors since 1986. Our purpose is to create solutions that help advisors confidently educate individuals about retirement planning, one of the most important jobs of an advisor. Advisors help qualify, prioritize, and quantify retirement goals, acting as a champion to keep individuals focused as retirement age is approaching. We provide those tools so the advisors can focus on delivering value where it is needed most. Founded in 1986 as a financial services firm, w initially specialized in the Tax-Sheltered Annuity (TSA) education market, now illustrating cash flow from over 700 public pension plans. We have grown to focus helping advisors that work with 401(k) participants, federal employees and who focus on the distribution phase in retirement. As individual goals began to change and retirement savings became more than just a settlement, we renamed the company to Trust Builders, Inc., reflecting the evolution of retirement services away from rapid transactions toward lifelong relationships based on trust. Our flagship product, The Retirement Analysis Kit (TRAK), is our financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participants about 401(k) plans, from how much they need to save to when they can retire. TRAK shifts the focus of meetings to education, not sales, fostering a dialog about participants’ investments. Our tool has also been proven effective in the 403(b), 457 and federal retirement plan markets. In July 2017, with growing interest in our products, we rebranded to RetireReady Solutions, better reflecting our products, services and focus on providing advisors with gold standard in retirement planning software. ? Best FinTech Solutions | Genie Award 2019 ? Ranked as the Most Effective Sales Tool for Fortune 100 ? Ranked as Most Effective Sales Solution | National Life Insurance

网站

https://retireready.com

RetireReady Solutions的外部链接

所属行业

金融服务

规模

2-10 人

总部

Dallas，Oregon

类型

私人持股

创立

1986

领域

Financial Planning Software、Helping advisors educate people for retirement、Retirement Readiness、Participant Education、401(k) Solutions、403(b) Solutions、Retirement Tools、Interactive Web Anallyzer、Retirement Planning Education、Tax Sheltered Annuities、Engaging Clients、Retirement Planning、Financial Advisory Tools、Sales Tools、Sales SOlutions、Advisor Tool、DIstribution Planning、Distribution Strategy、Wealth Planning、Software Developer和Software Development