Smarter. Faster. Better.
Introducing RetireMap. The Wealth Mapping Software bringing exciting technology developments to financial advisors and accountants.
Introducing RetireMap. The Wealth Mapping Software bringing exciting technology developments to financial advisors and accountants.
RetireMap is the smart software solution for your Financial Planning or Accountancy practice to reduce overheads, increase productivity, engage your clients and speed up data entry.
Say Hello to RetireMap, the revolutionary financial planning tool designed for forward-thinking advisors and accountants. Say goodbye to outdated, clunky software and embrace a new era of productivity, efficiency and client engagement.
We believe there's a better way to solve the problem of overly complex and clunky wealth mapping tools. RetireMap offers a straightforward, efficient solution that transforms how you approach financial planning.
Don't let archaic systems hold you back. RetireMap slashes your planning time by up to 33%, liberating you to focus on what truly matters - your clients.
Complex calculations? RetireMap handles them in a flash. From super planning, including automated concessional contributions, ABP transfers, CGT calculations one-step downsizer contributions to long-term cash flow, and more, our sophisticated algorithms do all the heavy lifting, so you don't have to.
Create multi-entity structures in moments. Complete long-term multi-trust and company dividend distributions literally in seconds. RetireMap enables you to finish complex and time-consuming tasks with speed and precision.
RetireMap can improve your workflow as a stand-alone platform but it also plays nice with leading CRM providers like intelliflo, Fin365, and Rubica without disruptions.
RetireMap is more than just a planning tool; it's a comprehensive solution for financial advisors and accountants. Whether you're guiding clients through wealth accumulation or with tax planning, Retiremap has you covered.
Generate clear, compelling reports that empower your clients to understand and own their financial plans. RetireMap's features streamline the process making planning easier, faster and more enjoyable for you and your client. With client-friendly graphical outputs, both you and your client can see the smartest strategies laid out in real-time. This means no more endless plan revisions - just clear direction for your clients and actionable insights for you.
Using new-tech-patented architecture, RetireMap has built-in advanced algorithms, templates and automation to handle those time-consuming calculations, including long-term Super C/C & NCC, CGT, home upsizing or downsizing, property acquisition and disposal, sale of business and more.
RetireMap's Intelligent Wizards are here to revolutionise your planning process. Designed for speed and precision, these New-Tech Wizards cut through the complexities of financial scenarios with ease - even in the heat of client-facing situations. Imagine quickly creating multiple what-if scenarios, from the simplest to the most complex, and presenting them with absolute clarity.
With boundary-pushing features, game-changing efficiency and state-of-the-art technology, RetireMap creates an unlevel playing field for our competition.
| Feature | Industry CRMs | RetireMap® |
|---|---|---|
| Create multiple SMSFs with auto salary sacrifice |  |
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| Wizard aided home downsizing & downsizer contribution in one step | |
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| Wizard aided compliant Transfer Balance/ABPs planning | |
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| Create multiple Trusts, companies, businesses with wizard aided distributions | |
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| Auto asset allocation by risk profile with override | |
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| Plan Comparison: Value of advice illustrated by overlaying "With" and "Without" advice | |
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| Plan Comparison: Overlay year on year financial performance against more than 20 metrics | |
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| Unique "Deficit Mitigation System" helps prevent deficits at source | |
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| Wizard aided property acquisition and disposal | |
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| Advisor/paraplanner simultaneous co-planning capability | |
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RetireMap brings your client into the heart of the planning process, with faster turnaround times and deeper engagement.
RetireMap is the go-to planning software for advisors and accountants dealing with high-net-worth and complex clients.
At RetireMap, we believe in the power of human connection. That's why our training and support are delivered by real experts, not chatbots.
We provide you with a comprehensive 4-phase training program designed to empower you from day one:
With RetireMap, you get real, personalised support that ensures you're never alone on your journey. Embrace a new standard of service and success.
RetireMap allows me to spend more time face-to-face with my clients and less time back in my office entering & analysing data - and it cuts my planning time by 10 - 12 hours per client.
Paul Sharkey, Intralink Wealth Manager - Partner
I’ve had an outstanding experience using RetireMap. The platform impressed me with its user-friendly interface and comprehensive tools. It simplifies complex processes by offering clear visualisations, personalised projections, and actionable insights. The support team is fantastic - genuinely invested in helping users. A powerful, intuitive tool I highly recommend. A game-changer!
Laurie Lopez, Head of Operations, Paraplanning & Administration Services - Be SmartAdmin
I'm running a new comprehensive advice scenario for a client in RetireMap and can happily say that all the additional tables and options you've added recently are truly excellent. I feel like I can get really granular now and have excellent transparency for the whole of the client's situation, well done.
Stephen Farrell, Director - Guided Wealth
In my 30 years in financial planning, I have never seen a software program that brings SMSF’s, Trusts and Companies together onto a single platform and handles contributions, transfer balances and distributions as effectively and succinctly as RetireMap does.
Julie Matheson, Visia Financial - Operations Manager
For the first time I really understand this plan. I can see where I am, where I'm going and how we are going to get there together.
Colin Bockman, Client
No more spreadsheets for me – RetireMap really is the missing link in financial planning! Its intuitiveness is really impressive, letting you model different strategies in seconds during client meetings to show the impact in real-time. It actually makes planning enjoyable. The support from Andrew and Eric is the best. Give it a try and see for yourself!
Zac Zacharia, Director - Centra Wealth Group
“As an Advisor using Xplan and Xtools+ for over 15 years I found the transition to RetireMap smooth. It is fast, efficient and easy to use, even in client-facing meetings. I would highly recommend RetireMap and the support service is exceptional!!”
Susan Howard, Ascentia Financial Group
I want you to know that RetireMap, to me, is the glue that holds the client’s and my relationship together. It gives value to the advice we give. So, thank you to you and your team's efforts.
George Peat, Financial Adviser - Wise Finance
I’m really enjoying using RetireMap, it’s a fantastic tool. The user interface is clean, intuitive, and very user-friendly. It makes modelling retirement strategies quick and straightforward, and it fits seamlessly into our workflow. The team behind RetireMap has been great, responsive, approachable, and extremely helpful whenever we’ve needed a hand.
Shantanu Achwal, Lorrequer Wealth & Advisory - Paraplanner
To see how RetireMap can improve the performance and productivity of your advisors, contact the RetireMap team for a free, no obligation demonstration of this remarkable 'new tech' planning tool.
*RetireMap will not store your personal details.
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RetireMap is a proud member of the
Financial Advice Association of Australia.