RetireMap is the smart software solution for your Financial Planning or Accountancy practice to reduce overheads, increase productivity, engage your clients and speed up data entry.
Book a demonstration Watch Video
RetireMap is the smart software solution for your Financial Planning or Accountancy practice to reduce overheads, increase productivity, engage your clients and speed up data entry.
Complete a fast, efficient & intuitive Fact Find in under 45 mins, and auto-generate instant real-time analysis & reports with no fuss.
Instantly complete a range of traditionally time-consuming calculations, such as CGT, Home upsizing or downsizing, long-term cashflow, planning and more.
Create sophisicated multi-entity structures in moments. Complete long-term multi-Trust distributions in seconds & company dividend distributions in minutes.
Discover above how RetireMap can help you improve your workflow as a stand-alone platform, or through integrations with leading CRM providers such as intelliflo and Fin365. Speed up planning time, calculate difficult tasks in seconds, set up complex tax structures and ultimately create a superior experience for your clients.
Book a demonstration
RetireMap is a powerful, multifaceted planning tool that substantially improves Adviser productivity. Using all-new patented technology, RetireMap utilises advanced algorithms, templates, and automation to streamline the process making planning easier, faster, and more enjoyable for both Adviser and client.
RetireMap handles a range of complex, time-consuming calcuations in literally minutes including long-term Super C/C & NCC, CGT, Home upsizing or downsizing, property acquisition & disposal, sale of business and more.
RetireMap features a range of patented tools to heighten client engagement and Adviser productivity. Joint Adviser/Client Goal Setting prompts, the future CapEx Planning System and Transition to Retirement Planning System are all easily completed within minutes.
With unique features, time-saving efficiencies and state-of-the-art technology, RetireMap is well ahead of our competitors.
| Feature | Competitor 1 | Competitor 2 | RetireMap |
|---|---|---|---|
| Reduce total planning time by up to one-third |  |
|
 |
| Total training time under 2 hours | |
|
|
| Dedicated ongoing Relationship Manager | |
|
|
| Detailed multi-level investment property analysis/reporting | |
|
|
| Auto age-based asset allocation (risk profile) | |
|
|
| Instantaneous multi-Trust distribution capabilities | |
|
|
| Quickly & easily completes complex calculations | |
|
|
| Ideal for higher net wealth clients | |
|
|
RetireMap enables the client to follow the planning process with the Adviser from start to finish, creating faster turnaround times and heightened client engagement.
RetireMap quickly & competently handles complex structures & tasks, making it the planning software of choice for full-advice planners and accountants with higher net worth clients.
Paul Sharkey, Partner – Intralink Wealth Management
In my 30 years in financial planning, I have never seen a software program that brings SMSF’s, Trusts and Companies together onto a single platform and handles contributions, transfer balance and distributions so effectively and succinctly as RetireMap does.
Julie Matheson, Operations Manager – Visa Financial
For the first time I really understand this plan. I can see where I am, where I’m going and how we are going to get there together.
Colin Bockman, Client
To see how RetireMap can improve the performance and productivity of your Advisers, contact the RetireMap team for a free, no obligation demonstration of this remarkable 'new tech' planning tool.
*RetireMap will not store your personal details.
FIll out the form opposite, OR contact RetireMap management directly by:
RetireMap allows me to spend more time face-to-face with my clients and less time back in my office entering & analysing data - and it cuts my planning time by 10 - 12 hours per client.