Company Performance Metrics
RetireworX develops retirement planning software for financial planners and advisors. RetireworX Planner uses client portfolio data to calculate retirement asset accumulation, income distributions, and plan success over time. The software supports multiple asset types, including portfolios, estates, life insurance, annuities, and IRAs, along with
expenses and additional income sources. Advisors use its dashboards, charts, and what-if calculations interactively with clients to explore retirement timing, income needs, and asset allocation options. The tool generates reports such as retirement income and asset usage, estate value, income distribution, and portfolio account balance, along with compliance-focused disclaimers. RetireworX also provides account-based licensing, downloads, documentation, and support resources through its website.
