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Estimate retirement income in minutes with iRetire®

  • View iRetire transcript

    Change is constant. Time passes. Markets move. Clients’ needs and expectations evolve. Yet, establishing and revisiting a plan for retirement as things change can be daunting – leading to missed opportunities to realign with your clients’ lives, and goals.

    BlackRock’s iRetire changes that.

    With iRetire you can quickly and easily assess the feasibility of your clients’ retirement income goals, build trust and add value by exposing potential gaps in their current savings and investing strategies and align on a new plan based on a number of inputs, including held-away assets – to help ensure they’re on a path to meet their retirement income goals.

    Use the iRetire decumulation module to help guide retired clients and prospects toward balancing today’s income needs with those that may arise in the future.

    Change the dialogue with clients and prospects by downloading personalized, client-ready reports to help kick-start the conversation around retirement – connecting the dots between their finances and their lifetime income goals.

    Use iRetire today to help strengthen relationships and make planning an easy, continuous process.

BlackRock and Envestnet

Envestnet and BlackRock are partnering to bring you technology that connects what you do for your clients to what it means to them.

These sophisticated, yet quick-to-use tools make it easy for you to analyze and compare portfolios, identify potential areas of risk, anticipate potential tax impacts and estimate annual retirement income.

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