Welcome to our "Water Cooler Ideas" forum. Do you have an idea about how to improve the "Retirement Savings Planner" program? Our program has evolved mostly through the suggestions and ideas from actual customers. We want to hear from you!
We will assess the ideas based on your ideas and votes, and then prioritize our schedule of enhancements around these ideas. BUT WE REFUSE TO MAKE THIS PROGRAM "TOO COMPLICATED". If it goes outside the "Keep it Simple" principle, you can forget it. If you want complicated go buy Profiles or Naviplan or some other program.
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23 votes
Networth Calculation and Printout
Add new Networth screen where you enter non-retirement investments and assets, as well as Liabilities. Can then show Networth. Even better, is to add a growth rate to both assets and the liabilities and project networth over time.
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11 votes
Investment screen: Add Asset Classes or Risk Styles
Add column for asset class or risk style so that each investment can be classified. Then create a pie chart showing the "allocation". Do not do any optimization but just "report" the % allocation among asset classes specified by user.
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7 votes
Plot actual investment performance
Place a marker (dot/line plot) on each annual bar of the savings graph representing what their actual investments were worth. This would allow us to show graphically where the client is in relation to their savings goal (above or below trend). Should only require input on a spreadsheet once per... more
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7 votes
PRO Version: Integration with Advisors Exchange
Integrate with Advisors Exchange so that client portfolios can be pulled automagically without having to hand enter anything.
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7 votes
expand performance input field
I would like to expand the performance input field, especially during their working years. Perhaps by decade for example 20 -10% 30-9%40-8%50-7%60-6%. Ive used an average ranging from 11% in the early days to 8% now.
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5 votes
Enhanced Investment Values plus Internet Data pull
Add symbols and shares to Investment screen, and perhaps cost basis. Can then pull values from internet sites like Yahoo to instantly update portfolio value without waiting for your "statement" to arrive in snail mail.
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2 votes
Investment Screen: Add re-allocation calculation
Add a current % of portfolio for each line item. Also add "proposed %" for each line item where advisor enters the re-allocation. Re-allocation percentages calculated by outside optimization programs NOT in the Retirement Planner. But given a current % and a proposed %, calculate the... more
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1 votes
Import lines into Special Expenses from CSV format
Or perhaps from a Quicken format. This would allow you to import a "budget" without having to hand enter it.
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1 votes
Add password protection
On program open, require password to enter the system to prevent casual users from seeing personal job income and related financial information stored in the Retirement Savings Planner.
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0 votes
consumer
On the special Exepenses screen allow the use of different inflation rates to increment after the base Current Annual Estimated Dollar Value on the next line so that you don't have to calcuate on your own every time you change the interest rate for different age groups.
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0 votes
CONSUMER: Allow creation of multiple files.
Add traditional File New, Open, Save for the consumer editions.
