RetireUp

RetireUp is a retirement income planning tool built for financial advisors, now operating as part of the InvestCloud platform following an acquisition. The product gives advisors a structured environment to model retirement income strategies, stress-test scenarios, and produce personalized retirement plans for clients. Its integration within InvestCloud means existing InvestCloud users can access RetireUp functionality without switching platforms.

The core workflow RetireUp supports includes:

• Modeling income strategies across different retirement scenarios
• Testing plan variations to assess durability under different conditions
• Delivering client-facing retirement plans with advisor commentary

For family offices or wealth advisory teams that already operate within InvestCloud’s ecosystem, RetireUp extends planning depth into retirement income modeling without requiring a separate vendor relationship. The tool is positioned as an advisor-facing product, not a client self-service tool, which means its value depends on how actively the advisory team uses scenario-based planning in client conversations.

their website offers limited detail on specific features, pricing, or integrations beyond the InvestCloud parent platform. Buyers evaluating RetireUp as a standalone product will find the public-facing site sparse. Login is available for existing subscribers via a separate portal, suggesting the product is live and actively maintained. Support is provided via email and phone through InvestCloud’s team. RetireUp is best suited for advisory firms or wealth teams already using InvestCloud who want structured retirement income planning capabilities built into their existing workflow. Teams seeking a standalone, platform-agnostic retirement planning tool should verify whether RetireUp can be deployed outside the InvestCloud environment before committing.