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RetirementView

Marietta, Georgia, United States

Plans and prices

Personal Edition

$197one-time

For individuals, employees and retirement plan participants · license includes updates and enhancements for one year

Couples Edition

$297one-time

For couples · enter data separately and view combined retirement income analysis · license includes updates and enhancements for one year

Professional Edition

$899a year

One advisor · unlimited client plans · office packs available · advisor branding

Every plan, in full

On the record

Downloads
The maker offers a free trial download for RetirementView; the Professional Edition page links to its trial download.torrid-tech.com · read 10 Oct 2026
Financial data storage
The privacy policy says RetirementView financial data is stored locally on the user's computer or in the user's own enabled cloud storage, and Torrid Technologies does not receive or retain it except when users send files to support.torrid-tech.com · read 10 Oct 2026
Guarantee
The maker offers a 90-day money-back guarantee for RetirementView purchases.torrid-tech.com · read 10 Oct 2026
Income and assets
The software accounts for Social Security, pensions, defined benefits, cash infusions, special expenses, and investments including tax-deferred, tax-free, and taxable investments.torrid-tech.com · read 10 Oct 2026
Maker
Torrid Technologies, Inc. is a privately held corporation based outside Atlanta, Georgia, founded in 1993 by Timothy Turner.torrid-tech.com · read 10 Oct 2026
Order security
The purchase page says online orders are protected by a Digital SSL certificate through its third-party partner Infusionsoft.torrid-tech.com · read 10 Oct 2026
Professional audience
The Professional Edition is aimed at financial advisors, brokers, insurance agents, CPAs, attorneys, HR personnel, and others who illustrate retirement income for clients or participants.torrid-tech.com · read 10 Oct 2026
Professional tools
The Professional Edition includes advisor branding, editable custom compliance disclaimers, advanced tools, and unlimited client plans.torrid-tech.com · read 10 Oct 2026
Projection display
Its charts show projected shortfalls in red and update in real time as users work.torrid-tech.com · read 10 Oct 2026
Purpose
RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals.torrid-tech.com · read 10 Oct 2026
Support
Consumer licenses include technical support by email or phone, while Professional Edition licenses include priority technical support by email or phone.torrid-tech.com · read 10 Oct 2026
Supported desktop systems
The maker says RetirementView runs on Windows or Mac.torrid-tech.com · read 10 Oct 2026

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