Intuitive planning packed with features.

What is RDR?

RDR Ready

With RDR just around the corner, RetireEasy LifePlan Professional is the most efficient and cost effective way for financial advisers to keep abreast of their clients’ circumstances and needs. The dates of all edits and updates are automatically archived and readily accessible to meet RDR review obligations.

Access anywhere on PC or iPad

Whether you use a PC, Mac or a tablet computer, LifePlan professional caters for you. Unlike other tools, this means you can log in and use it anywhere.

Connect and collaborate with clients

At no extra cost you can invite clients to connect and collaborate with you on their LifePlan remotely and securely.

Intelligent reporting

Manage your clients and their portfolios and LifePlans via a sophisticated and easy to use client management dashboard. From here you can generate intelligent reports which can include your summary, all charts and breakdowns and your recommendations.

RetireEasy is highly acclaimed and has featured in the press (click a logo to learn more).

Safe, secure and trustworthy

You can use RetireEasy safe in the knowledge that we have the same 256-bit encryption and physical security that banks use.

 

See the full features table


What others say

RetireEasy is highly acclaimed and has featured in the press (click a logo to learn more).

Logo Independent Logo The Mail Logo CityWire Logo Money Observer Logo IFA Online Logo Investors Chronicle Logo Which?

"I don't often plug products, but I think that RetireEasy is offering the 'holy grail' solution that many of you have been waiting for..."

Moira O'Neill, Personal Finance Editor,
Investors Chronicle (open article)


Book a demo webinar

RetireEasy can take you on a personalised demo of the LifePlan Professional solution.

Book a demo session

In the meantime, watch the demo video.