Advisors Empowered with Interactive Retirement Income Planning Tool

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Cambridge Investment Research, Inc. (Cambridge) selected RetireUp as a solution for advisors


RetireUp, the innovative cloud-based platform that allows advisors to create and run detailed retirement scenarios in real time, announced that Cambridge Investment Research, Inc. (Cambridge) selected RetireUp as a solution for advisors. Through the use of RetireUp, more than 2,800 independent financial advisors will have the ability to access the retirement planning tool.

“We are pleased to be providing independent financial advisors with Cambridge a robust way to address clients’ most pressing retirement questions,” said RetireUp Chief Strategy Officer Michael Roth. “Cambridge provides their advisors with a comprehensive retirement platform. RetireUp was built to create an interactive experience between the advisor and client, while maintaining simplicity, with the end goal of answering the question, ‘Can I retire?’”

RetireUp transforms portfolio risk and volatility into the centerpiece of the Retirement Income Story© - compelling discussions around the full picture of retirement income, including Social Security, variable annuities, fixed index annuities and pensions, as well as other assets such as REITs, home equity and small business ownership. RetireUp continues to be a value add to broker dealers.

In a market that is seeing increased competition from self-directed robo-advisors, RetireUp is expanding the focus of financial planning, providing advisors with a financial planning tool that helps them bring clarity to clients around the issue of retirement income distribution. This is a distinct competitive advantage in providing clients with essential consultation and guidance.


RetireUp is the premier retirement planning software tool preferred by leading financial professionals to easily Tell the Retirement Income Story©. With a dynamic user interface and stunning graphics, RetireUp models unlimited what-if scenarios with speed and clarity. The intuitive web-based tool makes it simple for the client to understand retirement distributions from specific financial products, leading to confident decision-making and higher sales from the very first consultation.

RetireUp works with enterprises, registered representatives, independent financial advisors, and RIA's, providing unlimited coaching and support for a flat subscription fee. For more information, go to or contact Michael Roth, Michael(at)retireup(dot)com.

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Denise Lamphier

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