Saas Retirement Planning App


Client's review


Our client, a financial advisory firm, faced significant challenges in providing personalized retirement planning services to their clients. The existing process was manual and time-consuming, requiring advisors to gather data, perform calculations, and generate reports individually for each client. This approach was not only inefficient but also prone to errors, leading to inconsistencies in the advice given.

The lack of an automated tool meant that clients had to wait longer for their retirement plans, reducing overall satisfaction. Additionally, advisors were unable to explore multiple investment scenarios efficiently, limiting the depth and quality of the advice provided. The firm needed a solution to streamline their processes, improve accuracy, and enhance the client experience.


We developed a custom web development solution tailored to the firm’s needs: the SaaS Retirement Planning App. This app automated the data collection and analysis process, allowing advisors to input client information and instantly generate comprehensive retirement plans. The app featured multiple investment scenarios, enabling advisors to present various options to clients based on different assumptions and risk profiles.

Key features included a personalized savings plan that adjusted dynamically based on the client's inputs, real-time updates of projections, and a user-friendly interface that made the tool accessible to both advisors and clients. The solution also included an export function, allowing easy generation of detailed reports in an easy-to-use format, facilitating better client communication and understanding.

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SaaS Retirement Planning App

We developed a sophisticated web application that automates data collection, analysis, and projection generation. Advisors can input client data and generate personalized retirement plans with multiple investment scenarios, saving significant time and reducing the risk of errors. This solution showcases our expertise in web development services and custom web development.

Personalized Savings Plan

The app includes a dynamic savings plan feature that adjusts in real-time based on the client's inputs and changing financial conditions. This allows clients to see the impact of different savings strategies immediately, highlighting our strength in web application development and responsive web design.

Multiple Investment Scenarios

Advisors can explore various investment options with their clients, comparing the outcomes of different strategies. This feature enhances the quality of advice by providing a comprehensive view of potential retirement outcomes, demonstrating our capabilities in full stack web development and professional web development.

Export Functionality

The solution allows for easy export of detailed reports, making it simple for advisors to share comprehensive and professional-looking documents with clients, improving transparency and communication. This feature underscores our expertise as a web development company and our commitment to providing affordable web development solutions.

Our results

50% reduction in time spent on creating retirement plans, allowing advisors to serve more clients efficiently. This improvement illustrates the value of our custom website design and web development and SEO services.

Improved accuracy in retirement projections, reducing the risk of errors and increasing client trust. This result highlights the importance of our web development services in enhancing business processes.

Enhanced client satisfaction, resulting in a 25% increase in client retention rates. This outcome showcases our proficiency in providing responsive web design and website maintenance services.

Increased advisor productivity, enabling them to focus more on client interaction and less on administrative tasks. This benefit demonstrates the effectiveness of our web development agency and website redesign services.

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Maksym Bil

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