Retirement in a Nutshell
Your trusted financial advisor software
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Media
Retirement in a Nutshell Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Investment Management
- Revenue Recognition
Retirement in a Nutshell Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
Retirement in a Nutshell Reviews
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