Retirement in a Nutshell

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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.

Retirement In A Nutshell

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies

Retirement in a Nutshell Core Features

Financial Planning

  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Revenue Recognition

Retirement in a Nutshell Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Monthly Payment

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