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RetireUp Integrates with Wealthbox CRMCHICAGO, Aug. 30, 2018 /PRNewswire/ -- RetireUp, a provider of innovative retirement income planning software for advisors, today announced an integration with Wealthbox, a web-and-mobile customer relationship management (CRM) application for financial advisors. The Wealthbox integration will span the full RetireUp suite, including its newest product, RetireUp Pro, an end-to-end retirement planning tool that features real-time annuity, portfolio and insurance product modeling that enables advisors to build customized retirement income plans for clients in minutes. "We're excited about our partnership with Wealthbox," said RetireUp President and Chief Sales Officer Michael Roth. "The RetireUp platforms are designed to bring speed, simplicity and usability to every step of the process. The Wealthbox CRM system mirrors that approach and is a great complement to our planning soutions." According to Wealthbox CEO John Rourke, "We're impressed by the planning capabilities that RetireUp offers advisors in leveraging powerful technology to modernize and streamline the planning process," he said. "This integration partnership is a natural fit for Wealthbox." For information about RetireUp Pro or to request a demo, visit www.retireup.com. About RetireUp About Wealthbox
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