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Retirement in a Nutshell

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Deployment

WindowsWeb-based

Best for

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Overview

About Retirement in a Nutshell

Retirement in a Nutshell was developed by an advisor with over 30 years of industry experience who needed a simple yet powerful financial planning program to help his clients because all other options were either too complicated, not powerful enough or too expensive. Today, Retirement in a Nutshell has been in business for over 10 years and has helped advisors across the country give their clients peace of mind.

At a glance

Software information

Industries served, licensing and the support Retirement in a Nutshell provides.

Licensing

  • Monthly Payment

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies
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Capabilities

Retirement in a Nutshell features

The full feature set, grouped by module.

Financial Planning Software

  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Revenue Recognition

Plans

Retirement in a Nutshell pricing

Free Version
No
Payment Frequency
Monthly Payment
Vendor pricing page

Media

Screenshots & video

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