RetirementView
RetirementView is desktop software from Torrid Technologies, Inc.
What RetirementView is
RetirementView is desktop software from Torrid Technologies, Inc. that projects retirement savings growth and income. It helps estimate whether assets may meet retirement income goals by modeling Social Security, pensions, defined benefits, cash infusions, special expenses, and taxable, tax-free, or tax-deferred investments. Charts display projected shortfalls in red and update as assumptions change. The software runs on macOS and Windows and has a downloadable free trial. Personal Edition is for individuals, employees, and retirement plan participants. Couples Edition allows separate data entry and a combined retirement income analysis. Professional Edition serves advisors, brokers, insurance agents, CPAs, attorneys, HR personnel, and others illustrating retirement income; it adds advisor branding, editable compliance disclaimers, advanced tools, and unlimited client plans. Personal Edition costs $197, paid once, Couples Edition $297, paid once, and Professional Edition $899 a year, billed annually.
Good
- Models Social Security and pensions
- Includes taxable and tax-deferred investments
- Charts update projected shortfalls in real time
- Couples Edition combines separate entries
- Professional Edition supports unlimited client plans
Watch out
- No free plan
- Personal and Couples licenses include one year of updates
- Professional Edition costs $899 a year
Who it suits
RetirementView suits individuals or couples planning retirement, and professionals preparing retirement-income illustrations for clients or participants. It is available for macOS and Windows.
Verdict
RetirementView offers detailed retirement-income and savings projections across desktop systems. Separate consumer and professional editions address personal planning and client-focused advisory work.
Plans and prices
From RetirementView's own pricing page, checked 10 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Personal Edition | $197, paid once | For individuals, employees and retirement plan participants · license includes updates and enhancements for one year |
| Couples Edition | $297, paid once | For couples · enter data separately and view combined retirement income analysis · license includes updates and enhancements for one year |
| Professional Edition | $899 a year | One advisor · unlimited client plans · office packs available · advisor branding · custom compliance disclaimers · annually |
The facts
Each one read from RetirementView's own pages, with the date it was checked.
What it does
- Downloads
- The maker offers a free trial download for RetirementView; the Professional Edition page links to its trial download.checked 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.checked 10 Oct 2026
- Guarantee
- The maker offers a 90-day money-back guarantee for RetirementView purchases.checked 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.checked 10 Oct 2026
- Order security
- The purchase page says online orders are protected by a Digital SSL certificate through its third-party partner Infusionsoft.checked 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.checked 10 Oct 2026
- Professional tools
- The Professional Edition includes advisor branding, editable custom compliance disclaimers, advanced tools, and unlimited client plans.checked 10 Oct 2026
- Projection display
- Its charts show projected shortfalls in red and update in real time as users work.checked 10 Oct 2026
- Purpose
- RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals.checked 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.checked 10 Oct 2026
- Supported desktop systems
- The maker says RetirementView runs on Windows or Mac.checked 10 Oct 2026
The company
- Headquarters
- Marietta, Georgia, United Stateschecked 28 Sep 2026
- Maker
- Torrid Technologies, Inc. is a privately held corporation based outside Atlanta, Georgia, founded in 1993 by Timothy Turner.checked 10 Oct 2026
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