RetirementView - Ideas Forum

Welcome to our “Water Cooler Ideas” forum. Do you have an idea about how to improve the “RetirementView” 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 PROGRAMTOO COMPLICATED”. If it goes outside the “Keep it Simple” principle, you can forget it. If you want complicated, just buy someone elses program as we hear every day that they are “too complicated”.

RetirementView - Ideas Forum

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  1. 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.

    18 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Save previous years that could be superimposed on present year to graphically illustrate progress, positive or negative.

    11 votes
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  3. 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 year at their annual review.

    8 votes
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  4. Integrate with Advisors Exchange so that client portfolios can be pulled automagically without having to hand enter anything.

    7 votes
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  5. 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.

    7 votes
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  6. 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.

    7 votes
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  7. 4 votes
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  8. 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 proposed $ values and display a column for "Proposed Change" which tells you a positive or negative number and a dollar amount to CHANGE the investments from one allocation to another. Ideal for 401k plans, for example.

    3 votes
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  9. It can have a large affect on results if an expense ends in say Feb. and the program runs it all year. Same for income if it ends early in year and program assumes it lasts all year. This is especially true for those of us who have an especially short time to the end of our plan. Please make this change to increase the accuracy of the results.

    3 votes
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  10. Client has 6 accounts. On 4 of these accounts, Advisor wants to show the client difference between strategy A and strategy B. To do this advisor has to make 8 changes, one at a time (before retirement and after retirement). Then after demonstrating this to client, advisor has to make 8 more changes, one at a time in front of the potential client to change return rates back. Gets very clunky.

    3 votes
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  11. Allow for the creation and editing of a one page for user notes. User could enter such notes as to report planning things to do list, deadlines to be met list, account telephone numbers, whatever.

    3 votes
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  12. Would serve as a possible "Red Flag" item. If I normally pay $20,000 in Federal Taxes and a one year line now shows #35,000 then user needs to research why. May be valid - may not be valid.

    Same would be true in reverse - normally pay $20,000 and now one line $12,000.

    If valid would allow user to make necessary change to reduce withholding amounts.

    2 votes
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  13. Print in lower left hand corner the location of where DEFAULTS.DAT is located.

    1 vote
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  14. Add Grand Total lines to 3 report items:
    Portfolio of Investments, Cash Infusion and Special Expenses.

    1 vote
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  15. Add a column to the Investment Table to show Last Update for that entry. This could server as a reminder if date is extremely old suggesting an update to
    Current Estimated Dollar Value perhaps is in order.

    1 vote
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  16. Program has the option to export spreadsheet to EXCEL. Not all users have EXCEL. Shifting back and forth and doing many screen prints is cumbersome.
    REPORT option has print spreadsheet but is limited to "9 most important" columns.

    Would be helpful resolving problem with a print of one age data on one page for review.

    1 vote
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  17. Add a SORT filter under the AGE TO START EXPENSE Column to sort expenses by AGE. This would allow for an easier view of the Data Inputs by AGE already input and allow for modifications as needed.

    A lot of the time, New Expenses are added at the Bottom of the list with varying degrees of Age.

    This currently requires the User to Scan from Top to Bottom to review the expenses and related ages already submitted on various line items.

    1 vote
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  18. 1 vote
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  19. Or perhaps from a Quicken format. This would allow you to import a "budget" without having to hand enter it.

    1 vote
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  20. Both my and my spouse's birth dates are near year-end, and I have entered pensions and social security starting at age 66 instead of 65, otherwise I found that our savings at say age 80 would be overstated by about 5%

    1 vote
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