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Retirement Income Security: Advice Technology Providers Adapting to and Driving Change

Published by: TowerGroup

Published: Oct. 23, 2006 - 14 Pages


Table of Contents



TowerGroup Take-Aways

Report Coverage

Retirement Income Challenge

Shift in Advice from Accumulation to Distribution

Best Practices in Retirement Income Advice

Expense/Income Modeling

Exhibit 1 Example Monthly Desired and Required Retirement Spending by Lifestyle Phase (2006)

Goal Prioritization

Exhibit 2 Prioritizing Goals for Consistency with Clients' Objectives and Values

Plan Monitoring

Exhibit 3 Monitoring Client Progress Versus Plan During Retirement Income Phase: Staying in the Comfort Zone

Stress Testing

Scenario Comparison

Exhibit 4 Impact of Mortality Risk on Annual Retirement Income by Pension Payment Option

Best Practice for Institutions

Advice Technology Vendors

AdviceAmerica

Advisor Software

EISI

eMoneyAdvisor

Financeware

Financial Profiles

Interactive Advisory Software

Morningstar and Ibbotson

PIE Technologies

RiskMetrics Group

SunGard

Summary




Abstract

Financial services institutions (FSIs) are just beginning to grapple with challenges related to clients' growing dependency on the institution to help generate cash flow from assets and to manage an evolving set of risks. Institutions in turn are looking to financial planning and investment advisory technology providers for an enhanced generation of software to meet clients' needs and ease workflows for advisors dealing with a new set of demands. This TowerGroup Research Note provides profiles and best-practice analysis of a number of advice technology providers that are stepping up to address these challenges.

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