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1 Level
1336 Review
90 Karma

Review on RetireUp by Alexander Scharon

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. Planning ahead for retirement has been made so much easier with Retire Up. We were able to put multiple scenarios into one place and now we know exactly what we need to do to make sure we meet our goals.

img 1 attached to RetireUp review by Alexander Scharon



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