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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 PROGRAM “TOO 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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What is your suggestion? ... Start with "PRO:" if suggestion is only for pro version. Start with "Consumer:" in title if only applies to personal/couples editions.

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30 results found

  1. 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.

    18 votes
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    planned  ·  1 comment  ·  Admin →
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  2. 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 year at their annual review.

    8 votes
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  3. 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.

    7 votes
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  4. 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 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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  5. 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.

    7 votes
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  6. Add a "Tangible Investments" category for assets like gold.

    1 vote
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  7. PRO Version: Integration with Advisors Exchange

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

    7 votes
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  8. 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.

    1 vote
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  9. PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the Spreadsheet Section

    PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the SPREADSHEET Section to really "DISTURB" them...(Proactive and Meaningful!) - Emil

    0 votes
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  10. 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.

    0 votes
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