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.
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.
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.
Intuitive, secure, branded password management to provide as a free service to clients.
Get all 3 apps plus Password Guru as a bundle