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PriServe's Retirement Planner Tool

PriServe's Unique and sophisticated retirement planning tool providing a 100% user satisfaction with limited and appropriate inputs and providing accurate retirement plan and vision. Major advantages of this tool which makes this tool stand apart from other retirement tools in the market are as below,
  • Smart User Interface
    • UI desing avoids multiple screen navigation for input and output.
    • Reduced number of click.
    • User friendly screens using recent technologies.
  • Consistent user experience
    • Tool developed in standalone, dotcom, tablet and smartphone enviroments.
    • Provide Consistent user experience through all Enviroments.
    • Similar experience with the tool through different Enviroments.
  • Accurate Retirement forecasting
    • The most accurate and sophisticated Forecasting.
    • Tool uses Monte Carlo simulation calculating more than 500 scenarios.
  • Strategic SSI calculator
    • Social security income calculator enabling user to include varied scenarios or probabilities calculating exact SSI income.
  • Unique Health Care cost calculator
    • The tool analyzes vast medi claims data from top insurance institutions.
    • Provides approximate Post-retirement medical expenses by permutations comprehending current medical expense scenario and future scenarios.
  • Flexibility
    • Flexibility on resulta as desired by users such as
      • Precised Detailed summary
      • Simulated cash flow graph and table
      • Downloadable spreadsheet
  • Highly Configurable
    • The tool is highly configurable which woul make it a turnkey solution.
  • Smart Integrations
    • Social Media integration - The tool will be integrated with Facebook, LinkedIn and LinkedFA (network of financial advicors).
    • CRM integration - The tool will be integrated with SalesForce for CRM.
    • Smartphones - A quick version of the tool will be developed as a smartphone application. The goal behind the smartphone application is to motivate clients to take up a detailed financial planning tool.
    • Advice integration - integration of financia advice with live simulation upon existing plans suggesting the best advice to achieve retirement goal.
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Our India Company PriServe Infotech Pvt Ltd has been Certified as ISO 9001 : 2008 Certified and CRISIL Ratings

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