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Average of 7 Customer Reviews
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Review fromAndrew U
Date: 12/02/2024
5 starsAndrew U
Date: 12/02/2024
We have used the iMac Couples version for over 15 years to plan and monitor our retirement progress. Retirement View is updated every year. I can add and delete special expenses easily. Since we both have IRAs and are now at Required Minimum Distribution age. The spreadsheet tab concerning our IRA ************ is very useful. If you are concerned about monitoring and tracking your retirement then Retirement View is a good option.
Torrid Technologies, Inc.
Date: 12/03/2024
Glad the program has been so helpful to you in planning for retirement!Review fromBob G
Date: 06/03/2024
5 starsBob G
Date: 06/03/2024
I am a retired Northwestern Mutual agent and have many years of experience with financial planning software. Since I retired, I have been using Torrid Tech's financial planning software for about 15 years and find it easy to use and to tailor to my own situation. I recommend it highly.Torrid Technologies, Inc.
Date: 06/04/2024
Thank you so much for sharing your thoughts and for supporting us over the years.Review fromDon K
Date: 01/25/2024
5 starsDon K
Date: 01/25/2024
Provides important planning information with updated input. Couldn't find a better system for the purposeTorrid Technologies, Inc.
Date: 01/26/2024
Thanks for the feedback.Review fromMelanie B
Date: 11/27/2023
4 starsEasy to use format and good customer support when needed. They're also putting out quick info videos that have been helpful. I've been using this software for 9 years or so with my clients. I think the best way to share the information with clients is to screen share with them or be in person as the printed report sometimes confuses people if I just send that without a meeting to review it.Review fromRobert S
Date: 08/30/2023
5 starsRobert S
Date: 08/30/2023
My wife and I have been using this software for over 12 years. We input our data, and estimate how long we might live, and we use it to calculate the annual spending budget that will make our assets last until our projected passing year. We adjust semi-annually.The software is easy to use, and Torrid Technologies are very responsive whenever we have a question. Allowing us to save different file names helps us to create different "what-if" scenarios.This is our go-to financial planning software.Torrid Technologies, Inc.
Date: 08/30/2023
Thank you for your candid and useful feedback. So glad that RetirementView has been so useful to you!Review fromJason M
Date: 10/13/2022
5 starsDon't let the simplicity fool you. Torrid's software is easy to work with, but allows you to model in scenarios from the most rudimentary to very complex and displays the outcome in a visually striking way that's easy to understand. No 50 page reports that just repeat the same data over and over. No pie charts that everyone has seen 100 times before. Torrid will not only help an advisor to construct a plan that is accurate and thorough, but it will increase the chances the client will work with the advisor because they'll enjoy and understand what's being presented to them.Review fromSteven K
Date: 05/23/2022
5 starsSteven K
Date: 05/23/2022
I have been using RetirmentView for eleven years. The initial results from RetirementView validated my own financial planning and gave me confidence that I was on a good track for early retirement. So, its now eight years into retirement and my plan has proven successful. I update my plan a couple of times each year. I use RetirementViews calculations to guide the preparation of my annual budget. The product has proven to be an invaluable tool in helping me understand where my financial future is headed. Over the years I have requested support a couple of times. In each case, that support came within a day. The product is great. The support is great. I highly recommend RetirementView.Torrid Technologies, Inc.
Date: 05/24/2022
Thank you ******. So glad that RetirementView has helped guide you into and through retirement. And hopefully given you "peace of mind".
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