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