Nassau Re/Imagine | All Top 100 Retiretech Companies

Retirable

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

Retirable’s mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, they’re helping U.S. pre-retirees find their way to the futures they deserve.

Questis

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress.

PTO Exchange

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PTO Exchange is a flexible benefits platform that allows employers to extend existing benefits to convert unused paid time off (PTO) into retirement contributions, student loan payments, emergency cash, or voluntary health insurance Advisor Tools.

Profile Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Profile Pensions’ mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. They provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be their customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. They can help with the rest. Now owned by Moneyfarm Group

Employment Hero PensionSync

July 13, 2021 All Top 100, Institution Enablers No comments

PensionSync Employment Hero’s PensionSync tool is a solution that automates the delivery of data between payroll, AE middleware and pension providers. ThePensionSync tool is at the heart of automatic enrollment connecting payroll and pensions.

Proformex

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities.

PensionBee

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PensionBee combines all your old pensions into one new online plan. The application enables its users to create profiles including information on past and present pension and personal information. It allows them to track the pension progress and features a pension calculator to set retirement goals and add new contributions.

Penfold

July 13, 2021 All Top 100, Savings for Employees No comments

Penfold is the new way of doing Pensions. Managed entirely on mobile, it gives people complete transparency to track everything about their pension in real time. It myth-busts and explains pensions and retirement planning in the most simple way, and it helps you avoid building up loads of small pots every time you change jobs.

NOW: Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

NOW: Pensions has a clear mission: to help everyone save for a more financially secure future. This means achieving the best financial outcomes for their own members, while fighting for a fair pension system to enable all pension savers the ability to enjoy the retirement they deserve by highlighting pension inequalities and campaigning for change.