Web-based Retirement Planning Software for Canadians

"Slick financial planning software ... goes well beyond the capability of other consumer software and some pro brands used by planners"
— The Toronto Star


What is RetireWare?

RetireWare is a retirement planning software that helps you understand how your investments and future income can create the lifestyle you want for you and your family for the rest of your life.

Is it User-Friendly?

RetireWare is easy-to-use, full of rich visuals such as dashboards and charts and has comprehensive analysis tailored to your situation.

There are Three Versions

Individual
DIY — Full-featured Web-based risk management and retirement planning software, with 10 files for sophisticated users who want to do their own plan.

DYI user
Professional — Full-featured Web-based risk management and retirement planning software, with 50 files for financial advisors who want to prepare retirement plans for their clients.

Advisor
Collaborative — Full-featured Web-based risk management and retirement planning software, with 200 user accounts for your Leader's Group. For qualified advisors only.

DIY Version

DIY User
DIY — Build a financial plan for retirement that you can update regularly. Get access to all the advanced features of RetireWare.

Subscribe
1. Subscribe — Purchase an annual subscription. Renewal is not automatic.

Start Planning
2. Start Planning — Build your financial plan for retirement to make sure your investments and future income are on track to maintain your lifestyle.

Monitor Goals
3. Monitor Your Goals — Monitor progress and see where you stand with respect to your long-term needs to enjoy a worry-free retirement. All data always available for review online, with dashboards, charts and comprehensive analysis

Good to Know
Good to Know — Your purchase comes with a 30-day moneyback guarantee: you'll get a full refund if you're not completely satsified. You can have up to 10 files.

 

Tour     How it Works     Pricing     Subscribe Now!

Professional Version

DIY User
Professional — Build financial plans for clients and prospects that you can update regularly. This version also has all the advanced features of RetireWare.

Subscribe
1. Subscribe — Purchase an annual or monthly subscription. Renewal is not automatic for annual subscriptions.

Start Planning
2. Create Plans — Build financial plans for retirement and prepare standard or flexible reports that you can print or email.

Monitor Goals
3. Monitor Goals — Monitor progress and see where your clients and prospects stand with respect to long-term goals. All data always available for review online, with dashboards, charts and comprehensive analysis.

Good to Know
Good to Know — Your purchase comes with a 30-day moneyback guarantee: you'll get a full refund if you're not completely satsified. You can have up to 50 files.

 

Tour     Pricing     Subscribe Now!

Professional Collaborative Version

Advisor
Collaborative Version — Start your Leader's Group. Then invite clients and prospects and watch your network grow.

Subscribe
1. Subscribe — Subscribe for recurring monthly payments or annual prepaid with discount. No contracts, you can cancel your monthly subscription at any time. No automatic renewal for annual subscription.

Register
2. Set Up Your Leader's Group — Set up your Leader profile showing contact information, employer, education and professional designations.

Leader's Group
3. Customize Your Leader's Group — You can customize the look and feel of the user accounts to show your picture, logo and corporate colour, and provide your users with a unique and branded experience.

Verification
4. We Verify — You work in the financial services industry in Canada for a verifiable employer and have a relevant professional designation. No usage restrictions during our verification process.

Free Trial
5. Start Planning — You get access to all advanced features of RetireWare, including in-depth analysis and risk management, plus the collaborative and networking features of your Leader's Group.

Grow Network
6. Invite Clients and Prospects — Your users will log in to their account, which lands on your Leader's Page. From there they can prepare a financial plan using a basic version of RetireWare, view news and interesting content and request help from you.

Collaborate
7. Collaborate — Plan collaboratively with your clients and prospects. If you invite a user to join, by default sharing access is granted to allow you to set up their account.

Good to Know
Good to Know — You can have up to 200 files (user accounts). If that's not enough, you can purchase extra files in blocks of 100.

Advisor FAQ     Features     Pricing     Subscribe Now!

Reviews
Press Coverage— Read RetireWare reviews in The Toronto Star, Investment Executive and Advisor's Edge Report, other praise in the media and awards. More

Offers
Special Offers — Limited time offers, referral and group discounts for financial professionals and DIY investors. More

Tutorials
Videos — Tutorials on all aspects of RetireWare, including site overview, building a retirement plan, reviewing results and moderating a Leader's Group. More

Financial Services
Software Development — We do product development, from user interface design to the mathematical model behind the results to implementation and even hosting. We also customize our existing products to match your user expereince. More