OUTvest vs Retire Roadmap

Build your own investment plan in minutes! OUTvest helps you set and reach your goals by helping you create personal investment plans. We combine state-of-the-art investment technology and human expertise to make investing simple. From planning to payment, we are with you throughout your investment journey. What makes us different? • Our powerful algorithms are at the forefront of investment technology, which we use to help you set up and reach your goals, whatever they are. Our advanced systems can even help you decide if our Tax-Free plan suits your goal. • Our advanced technology is backed by skilled advisors, which gives you an unrivaled investment advantage. OUTvest advisors use the same systems as our online tools in order to offer consistent, high quality advice. • We’ve simplified the investment world by replacing the need for hundreds of investment funds with just five highly-efficient, low-cost funds that look into the future of investment management to help you reach your goals. • A professional investment solution that's simple to use. • Crowdvest – our revolutionary feature which allows you to invite friends and family to contribute to help you reach your goal.

Retire Roadmap helps you understand whether you're on track to retire when you want to. Start by choosing the year you'd like to retire and how much you expect to spend each year during retirement. Next, enter your investments and assets—such as stocks, crypto, savings, pensions, rental income, and more—along with the annual growth rate you expect for each. The app then projects your finances year by year, showing how your assets may grow and whether they are likely to support your planned retirement—or when your money could run out. Retire Roadmap is designed as a planning tool. It does not account for taxes, unexpected medical expenses, investment market fluctuations, or other life events that may affect your retirement. The projections are illustrative and should not be considered financial advice or a guarantee of future results. Review your plan regularly and update your assets, spending, and assumptions whenever your circumstances change. Small adjustments today can make a significant difference to your future. HOW IT WORKS • Add stocks and crypto (with live market price refresh) and other assets — savings, rental income, pensions, lump sums, and more • Set your retirement year, annual lifestyle spending, inflation, and planning horizon • Enter an expected return (Compound Annual Growth Rate / CAGR) for each asset • Choose how you draw down in retirement — proportional or custom withdrawals • Review the visual roadmap, full data table, scenario presets (Conservative, Base, Aggressive), and Snapshot scenario comparison YOUR DATA STAYS ON YOUR DEVICE • Portfolio entries and planning settings stay local • No account required for core planning • Projections are educational only — not personalized financial advice FREE TO USE • Build a plan with the core projection tools • Free tier includes 1 portfolio asset • Optional Premium unlocks more capacity and exports UPGRADE TO PREMIUM • Up to 8 portfolio assets • Export roadmap — PDF, Excel, and clipboard • Ad-free experience • Choose Monthly, Yearly (best value), or a one-time Lifetime purchase Subscription details: • Retire Roadmap Premium Monthly — auto-renewable subscription, billed monthly • Retire Roadmap Premium Yearly — auto-renewable subscription, billed yearly • Retire Roadmap Premium Lifetime — a single one-time payment (not a subscription) • Prices are shown in the app and may vary by region • Payment is charged to your Apple ID account at purchase • Subscriptions auto-renew unless auto-renew is turned off at least 24 hours before the period ends • Manage or cancel anytime in Settings → [Your Name] → Subscriptions Privacy Policy: https://heylonstudio.com/legal/retire-roadmap-privacy.html Ready to see if you're on track? Download Retire Roadmap and build your year-by-year roadmap.