Retirement: Risk Valuation and Optimization Software
(add-ons, components, APIs, web services, and applications)
   
Products/Components Optimizers (free)
Optimizers
  • Optimize dynamic(*) asset
    allocation (all phases)
  • Optimize annual(*) 401k plan
    • with limited set of mutual funds
  • Build-in(*) risk evaluation
  • Online and desktop versions
  • APIs, web services
  • Features
  • Architecture
  • Screenshots
Risk Valuation Engine
  • Based on the Analytical
    framework
  • Analyzes annually changing(*)
    asset allocation
  • Thousands(*) of time faster
    than Monte Carlo methods
  • Perfect for online application
  • APIs, web services
    •
Online Risk Calculators
  • Utilize Retrian's risk valuation engine
  • Analyze annually changing(*)
    asset allocation
  • Thousands(*) of time faster
    than Monte Carlo calculators
  • Available free online, as
    applets, and web services
  • Features
    •
       
Retirement plan (all phases) 401k plan (pre-retirement)
Optimizes annually changing asset
allocation between asset classes		 Optimizes annually changing asset
allocation between mutual funds
       

Optimizers require Java Plug-in to run applets(download from here if necessarily)


Retirement risk calculators (free)

Single Family
Complexity levels Basic Advanced Expert Basic Advanced Expert
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s 		Retirement planning. Phase: accumulationPre-retirement Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert
Post-retirement Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert
Lifetime Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert Retirement calculator for risk assessment, level Basic Risk analysis for retirement planning, level Advanced Retirement calculator for risk valuation, level Expert

All risk valuation retirement calculators on this site are grouped by: [more...]

Integration options
 
Add-on Java APIs .NET APIs Web Service Applet OEM
Glidepath Optimizer ✓ ✓ - ✓ ✓ ✓
Risk valuation engine   - ✓ ✓ ✓ - ✓
Risk calculators - ✓ ✓ ✓ ✓ ✓

Research notes
(current issues with retirement planning software and approaches to their resolution)
Anti-patterns in retirement planning Rules of thumb for asset allocation Issues with existing
tools 		The Monte Carlo trap and alternatives Breakthrough technology Working retirement criteria
In software engineering an anti-pattern is a pattern that may be commonly used but is ineffective and/or counterproductive in practice (wikipedia). Retirement planning,
[Read more...] 		A rule of thumb is a principle having broad application. It is not intended to be firmly accurate or reliable for every case. It is an easily remembered and easily applied procedure .
[Read more...] 		It is widely understood
that when preparing for retirement, future retirees have regularly adjust their retirement portfolios in accordance with their age. More focus has to be placed on avoiding risk.
[Read more...] 		Monte Carlo methods are mostly used as a research tool. They consume significant computer resources for modeling problems with many stochastic inputs. There are very few areas where.
[Read more...] 		Retrian’s technology is designed to provide online software solutions for risk valuation and optimization of retirement plans with annually changing asset allocation. Currently, there is no software.
[Read more...] 		All criteria implemented in the Retrian’s Retirement Glidepath Optimizer (RGO) are grouped into two categories: Reward (upside) and Risk (downside).
[Read more...]
(*) Unique to Retrian