Retirement Optimiser Valuator Tool

A business application that streamlines the process of requesting and creating retirement planning reports by offering a web interface where Brokers can initiate new client reports, view previously generated reports, and download PDF copies. The application leverages a centrally maintained Excel template, managed by staff, which simplifies upkeep and allows the business to update formulas, mapping tables, and report content as needed. An additional advantage is that new report requests from Brokers automatically use the latest version of the template, eliminating issues caused by outdated versions.