Retirement In A Nutshell
Retirement in a Nutshell was developed by an advisor with over 30 years of industry experience who needed a simple yet powerful financial planning program to help his clients because all other options were either too complicated, not powerful enough or too expensive. Today, Retirement in a Nutshell has been in business for over 10 years and has helped advisors across the country give their clients peace of mind.

Core Features
Financial Planning Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Revenue Recognition
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Monthly Payment
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies
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