For advisors · RetiFlo
Your clients are already planning.
Be the guide they trust.
When clients come to you with their numbers already in order, the conversation shifts from data gathering to real planning. RetiFlo keeps you at the center of that conversation — whether you manage a full practice or want to be found by clients doing their homework.
Two ways to work with RetiFlo
Choose how you want to engage.
Firm practice
Manage your full book in one place.
Set up client plans, review projections, run what-if scenarios, and generate reports — without asking clients to re-enter a single number. Your clients keep their own plans current; you see everything.
- Multi-client dashboard with status tracking
- Full plan access — cash flow, tax, Monte Carlo
- Run what-if scenarios on any client plan
- Generate branded PDF reports
- Assign and manage team members
Advisor marketplace
Clients who come prepared.
RetiFlo users who want professional guidance can request a connection through the platform. They arrive with their full financial picture already built — no cold-start discovery calls, no data re-entry, no generic conversations.
- Be discovered by clients already doing their homework
- Clients connect with plan access from day one
- Review their plan before the first conversation
- No cold starts — you know their numbers already
- No practice management required
The practice view
Every client. Every status. One dashboard.
See who is active, whose access is expiring, and who needs your attention — without opening a single client file.
Firm dashboard · Client Assignments · Sort by name, advisor, or status
The difference
Conversations about decisions, not data.
Most client review meetings spend 40 minutes on "where are we?" and ten minutes on "what should we do?" RetiFlo flips that. When the projections are already current, you can spend the whole meeting on what actually matters.
Clients who use RetiFlo arrive to reviews already knowing their cash flow picture, their tax exposure, and their chance-of-success score. Your role becomes the steady hand — confirming their understanding, catching what they missed, guiding the high-leverage decisions.
Set up your practiceFull projection access
Cash flow, Monte Carlo, tax liability, net worth — for every client, in real time.
Report generation
Generate a branded PDF report from any client plan in one click.
Team collaboration
Assign multiple advisors to clients and manage your firm's roster.
What-if scenarios
Run scenarios together in real time — retire earlier, spend differently, convert more.
Get started
Ready to be the steady hand?
Whether you manage twenty clients or want to be found by your next ten, RetiFlo has a path for you.