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Review on The Retirement Analysis Kit by Paul Gravely

Revainrating 5 out of 5

One place to access many different accounts!!

I like how it allows me to access my 401k, IRA accounts as well Social Security in one place! It's easy for clients/employees too navigate through this site which makes things easier when explaining their options with other providers or companies they may have questions about (like annuities). There are many different ways you can use your account information so there isn't much room here but if anyone has any suggestions feel free let us know!! This was something we needed at our organization because of all those separate places people could go online without an actual human being helping them understand what choices were available etc..

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Pros
  • Great overview
  • We had never used anything similar before
  • Allows users ability get into multiple financial institutions including mutual funds
  • Easy way that lets employees explore potential investments from within.
  • Good layout
  • Very user friendly design
Cons
  • Nothing