$500.00 USD
Financial Advisor Self-Service Technology
NewRetirement is making its collaborative planning platform available to a limited number of initial financial advisors.
Advisors will be able to offer a branded version of the NewRetirement Platform to their prospects and clients and then work with them to build financial plans collaboratively.
FAST enables your leads to get started on their own and get educated as they build a plan. You save hours of time by letting NewRetirement support your customers to build a plan so you can spend your time building relationships.
FAST starts at $1,500 per year inclusive of 30 plan upgrades. Lock in discounted pricing by putting a FULLY REFUNDABLE deposit down and get a free consumer subscription.
Advisors will be able to offer a branded version of the NewRetirement Platform to their prospects and clients and then work with them to build financial plans collaboratively.
FAST enables your leads to get started on their own and get educated as they build a plan. You save hours of time by letting NewRetirement support your customers to build a plan so you can spend your time building relationships.
FAST starts at $1,500 per year inclusive of 30 plan upgrades. Lock in discounted pricing by putting a FULLY REFUNDABLE deposit down and get a free consumer subscription.