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RetireUp Review

3

Β·

Very good

Revainrating 4 out of 5Β Β 
RatingΒ 
4.0
HR, Benefits Administration

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Description of RetireUp

Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Best free investment tracking app available

The best thing about RetireUp is it's simplicity. There's nothing fancy or complicated about this tool - just how you'd expect it to be. I've been using RetireUp for over a year now and have not had any issues with them. So far, everything has worked as expected. I don't think there is anything I dislike about RetireUp. If you're looking for something easy-to-use and effective, give RetireUp a try. It will take some time to get used to all of the features but once you do, you'll see why so many

Pros
  • The tool is easy to use and has helped me keep track of my retirement account
Cons
  • I'm not looking for anything fancy or complicated just a tool to keep track of my retirement account

Revainrating 4 out of 5

RetireUp offers peaceofmind: RetireUp

I like how easy it is for me as my financial planner/investor with retireup because they do all of this research at once so we can go over our options together! It's also nice when you have questions about what your future needs will be in terms of income or expenses - there are several different scenarios available depending upon age (and other factors), which makes figuring out exactly where things stand much easier than if I were doing them myself without using retiuer up-it helps…

Pros
  • I really appreciate that everything looks fairly accurate; no surprises here..you could even come to expect these "surprises" from various sources,but then again.maybe thats why its good? ; )
Cons
  • It doesnt always show an immediate solution there might seem something simple & obvious right next door

Revainrating 4 out of 5

An amazing planner when budgeting/saving

The simplicity of this tool is unbeatable! I love how easy it makes planning for my future retirement money. There are so many different options that I can have so many different scenarios planned out. I am able to see what will happen with our portfolio in every scenario. It's not very intuitive but once you get used to it, it does make things much easier. If you're looking for something that takes all the guess work out of your retirement planning, try out Retire Up. You'll be glad you did…

Pros
  • Easy access through mobile app or web portalEasy navigationAbility create various financial plans (retirement/401k)Accessibility across devicesEase of useSelf service capabilityIntegrated toolsManageable dataMulti currency supportPersonalized dashboardPortfolio analysisDashboard customizationMaintenance reportingTransparent feesReal time performance trackingTax optimizationFinancial forecasting
Cons
  • Not completely user friendly needs more visuals instead just text