Fiserv says Retirement Illustrator provides financial professionals with the ability to forecast varying market conditions and the impact financial products can have on an investor’s retirement outlook. A highly graphical analysis can be generated with clients face-to-face or collaboratively by phone. An unlimited number of scenarios can be created, giving advisors a robust and unique way to display side-by-side comparisons of how different product solutions, life expectancies, and an array of life choices, can affect retirement income.
A highly scalable, enterprise-class, web-based application, Retirement Illustrator is hosted by one of the secure, SAS 70-compliant data centers from Fiserv, says the company.