Embed Nest Egg Guru’s apps into your financial planning or wealth management website to help you –

 

Engage and educate clients | Make client relationships stickier | Hold visitors on your website longer | Make your website a client hub |

Generate leads | Boost your search rankings | Stand apart from competitors

Retirement Spending App

Use remaining balance data to tangibly quantify how long clients’ money may last under a realistic range of investment conditions and under different portfolio strategies.

$135 Per year
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Retirement Savings App

Realistically project future client savings under a range of investment conditions. Account for historic low interest rates. Compare constant allocation and declining equity savings strategies.

$135 Per year
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College Savings App

Show clients how their college savings may fare under adverse investment conditions. Test constant allocation vs. age-based declining equity savings strategies.

$135 Per year
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Password Guru

Intuitive, secure, branded password management to provide as a free service to clients.

$135 Per year
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Get all 3 apps plus Password Guru as a bundle

$300 Per year
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