Finance Software

AI Review Software

Discover Retire Right’s cutting-edge AI-powered tool designed to streamline and enhance the pension review process for Financial Advisors. Available 24/7, our tool engages clients at their convenience, automates data collection, and generates comprehensive review reports tailored to each adviser’s needs. Save time, reduce costs, and improve client satisfaction with our customizable AI solution.

Helping you focus on what really matters

At Retire Right, we understand that your time is best spent building relationships and providing personalized advice to your clients. Our AI-powered review tool takes care of the time-consuming tasks, such as client communication and data collection, freeing you to focus on delivering value where it counts the most. By automating the routine aspects of pension reviews, you can dedicate more time to strategic planning and addressing your clients’ unique financial needs. Embrace efficiency and enhance your advisory services with our innovative solution, and concentrate on what truly matters: your clients’ financial well-being.

  • Easy to use
  • Quick
  • Customised Interactions
  • 24/7 Client Engagement
  • Automated Data Collection
  • Comprehensive Review Reports

Simple pricing plans

Straight forward and up front pricing plans designed to suit teams of any size.

£50/mo

  • Single user account
  • Priority support
  • 24/7 Client Engagement
  • Automated Data Collection
  • Customised Interactions
  • Time and Cost Efficiency
  • Future-Proof Technology
Monthly
White Labelling

£100 set up fee

  • Brand Consistency
  • Enhanced Client Trust
  • Tailored User Experience
  • Market Differentiation
  • Increase Client Loyalty
One off Cost

FAQs

AI Tool Frequently asked questions

How does the AI Review tool work?
The AI Review tool automates the review process by engaging clients at their convenience, collecting necessary data, and generating comprehensive reports tailored to each adviser’s needs.
Is the AI Review tool secure?
Yes, the tool employs robust security measures to ensure that all client data is protected and handled confidentially. All Data is processed and stored in the UK, occasionally under heavy load user data may by processed in the EU but is never stored in the EU.
Are prices subject to VAT?
Indeed, all prices mentioned above are subject to VAT (Value Added Tax).
Can the AI Review tool be customized to fit my practice’s branding?
Absolutely. We offer white-labelling options to align the tool with your brand identity, enhancing client trust and providing a seamless user experience.
What is the pricing structure for the AI Review tool?
The tool is available for £50 per month, which includes a single user account, priority support, and all features. White-labelling is available for a one-time setup fee of £100.
Am I locked into a contract?
No, we do not enforce long-term contracts. You have the freedom to cancel your account at any time. Please note that we are unable to provide refunds for partial months.
Are there any set-up fees?
Signing up and using Retire Right is completely risk-free. You are billed in Advanced for the AI tool to cover the cost of the AI Tokens being used. There is only a set up fee for the White-labelling but this is a one off.
How do I upgrade my subscription?
You can upgrade your subscription anytime using the Account page and upgrading your subscription.

Question not answered above? Contact us

Cashflow Model Software

Retire Right helps you plan for your clients’ retirement quickly and easily by creating lifetime cashflow plans in under 60 seconds. You can set income and expenditure and see how far off the client is or give expectations of how to meet their goal. You can then stress test them using the Stochastic model to see if its realistic.

  • Easy to use
  • Quick
  • Easy to use
  • Quick

Helping you focus on what really matters

By hosting online you can take the cashflow with you to a client meeting and show them what to expect when they retire. This helps client engagement and also retention of new clients. You can then get back to the office with the downloaded report and send it to the client with an email explaining their situation and your solution for them.

You can also save and resume a plan all without any client data being saved on our servers all data is held with you.

The plans can also be stress tested using the new Stochastic model feature.

  • Easy to use
  • Quick
  • Easy to use
  • Quick

Simple pricing plans for every budget

Straight forward and up front pricing plans designed to suit teams of any size.

Free Trial

Free Trial for 7 days

  • No payment details required
  • Single user account
  • Income graphs
  • Retirement Report
  • Stochastic modeling
  • Default colour scheme
  • Default Risk profiles
Free Trial
£15/mo

Save 20% on Annual Plans (£144)

  • Single user account
  • Priority support
  • Income graphs
  • Retirement Report
  • Stochastic modeling
  • Customise colour scheme
  • Customisable Risk profiles
Monthly
Annual

FAQs

Cashflow Frequently asked questions

How does the 30 day free period work?
As a new user, you have the opportunity to register and enjoy full access to the features offered by the selected plan, completely free of charge for the initial 30 days of your subscription. This comes with no risk or obligation, and you retain the freedom to cancel at any time. In the event that you choose to cancel your subscription within the first 30 days, no charges will be applied.
Do I have to provide payment details on sign-up?
As part of the sign-up process, you will be requested to provide your bank card details to secure your trial and set up your account. However, rest assured that no charges will be applied until the conclusion of your 30-day free period. You can use the 7 day free trial without any card details if you prefer.
Are prices subject to VAT?
Indeed, all prices mentioned above are subject to VAT (Value Added Tax).
What is the difference between Monthly and Annual?
Monthly is billed monthly and comes with a free 30 day trial. Annual is billed annually and comes with a 20% discount for paying annually.
Can I change my subscription?
During the 30-day free period, you can freely upgrade or downgrade plans without immediate charges. However, if you continue beyond the free period without cancelling, you will be billed at the monthly cost of your new selected plan. After the free period, any charges due to plan changes will be prorated accordingly.
Am I locked into a contract?
No, we do not enforce long-term contracts. You have the freedom to cancel your account during the 30-day free period or at any time thereafter. Please note that we are unable to provide refunds for partial months.
Are there any set-up fees?
Signing up and using Retire Right is completely risk-free. There are no set-up or initial fees, and you won’t encounter any hidden costs along the way.
How do I upgrade my subscription?
You can upgrade your subscription anytime using the Account page and upgrading your subscription.

Question not answered above? Contact us