Engage and educate Clients. Build Stickier Relationships.
Affordable client-facing Software for Financial Advisor Websites

The Nest Egg Guru App Suite
COLLEGE SAVINGS APP
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RETIREMENT SAVINGS APP
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RETIREMENT SPENDING APP
college
What you will get?
Realistic Down Market Testing
Easily Test the Impact of Variables One at a Time
White Labeled Subscription
Search Engine Optimization and Lead Generation
Client friendly interface
Unique functionality vs. Monte Carlo apps
Powerful Simulation Engine (5000 sims in 5 seconds)
Clear, Tangible, Quantifiable Results
What sets Nest Egg Guru apart?
 
Nest Egg Guru’s client-facing planning apps are intuitive to use and feature unique functionality that makes it easy to help clients assess their planning preparedness and test the impact of changing different variables.
 
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Can your Spending App do this?
Nest Egg Guru is the only app that allows advisors to illustrate the impact that different withdrawal strategies have on determining how long your client’s money will last.
Makes portfolio Sustainability,
Quantifiable and Understandable

All three Nest Egg Guru apps focus clients on the bottom half of the simulation results in order to help them answer their most worrisome question – “If things go badly in the markets, will we still be okay?”

For example, to help clients quantify portfolio sustainability, our Retirement Spending app presents remaining balance data from the 5,000 simulations in 5-year increments from the median to the worst simulation results.”

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Nest egg guru vs.
Traditional financial planning software

Nest Egg Guru serves a different purpose from comprehensive advisor-facing planning software. Clients today are increasingly interested in being educated and engaged in the planning process. Nest Egg Guru’s client friendly interface and powerful simulation engine make it quick and easy to show clients how changing different variables may impact their results.

While many clients today do not value the book-length “financial plans” produced by traditional advisor-facing software, Nest Egg Guru’s client-facing app suite is affordably priced to complement advisors’ pricier back-end planning software.

 
How to incorporate Nest Egg Guru
into your business
To maximize the effectiveness of the subscription, FAs are encouraged to incorporate Nest Egg Guru into their HOME page as call-to-action (CTA), such as the two examples below
 
integrate

AS FEATURED IN

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