Retirement advice

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Use Multiply to automate retirement planning and engage clients with data-driven insights.

How Multiply solves this use case

Multiply streamlines retirement planning with automated pension modelling, interactive tools, and hybrid advice solutions. Engage clients with personalised insights, improve decision-making, and drive long-term client satisfaction.

Screenshot of a retirement planning tool with options for 'My dream retirement' and 'My current target'. The projected retirement income is £3,000 per month to maintain the current lifestyle, with retirement set at 68 years old (state pension age) and a monthly contribution of £800. The interface has a blue gradient background.

"Digitisation and efficiency gains generated by the project will provide Advanta with the ability to build on the excellent relationship we have between our clients, their family members, and our advisers."

Mark Pearson, CCO, Advanta

Screenshot of a personalised retirement planning interface. The heading says, 'Grace, here’s your retirement plan.' The interface shows estimated retirement income of £3,000 per month if retiring at 68 years old, with a contribution of £800 per month. A note below states that Grace is currently contributing £600 per month, which would result in a lower retirement income of £2,300 per month—£200 short of maintaining her current lifestyle. A blue button labeled 'Explore what’s possible' is at the bottom.

Gold standard pension advice

Deliver compliant, personalised retirement advice with automated workflows and cashflow modelling.

Screenshot of a retirement planning tool showing projected retirement income. The selected option is 'My current target'. The display shows an estimated retirement income of £3,000 per month, retiring at 68 years old, with a contribution of £800 per month.

Win and retain AUM

Engage clients with interactive tools, increasing retention and growing assets under management.

Screenshot of a retirement planning tool displaying financial projections. The interface shows a current net wealth of £9,319 and a projected wealth of £904,341 by retirement. A graph visualises financial trends over time, with tabs for 'Income sources' and 'Assets'. Adjustable sliders for monthly contributions, target retirement age, and lump sum appear on the right.

Help your customers achieve their dream retirement

Guide clients towards retirement goals with personalised insights and continuous support.

Features

Client portal

Secure platform for client planning and communication.

Adviser portal

Central hub for managing clients and insights.

Advice engine

Automated, compliant financial advice generation.

Risk engine

Dynamic risk assessment and compliance management.

Doc generation

Instant compliant documents to save admin time.

AI agents

AI-powered client interactions and personalised support.

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Multiply is helping transform the way top firms give financial advice. To join them, visit our contact page to get in touch.