What is Rio?
The Rio software suite provides financial advisors with a comprehensive set of tools to streamline their lead generation, Social Security maximization, and retirement planning processes. Designed as a Ruby class, Rio wraps the functionality of multiple built-in libraries, including IO, File, Dir, Pathname, FileUtils, Tempfile, StringIO, OpenURI, Zlib, and CSV, enabling advisors to efficiently manage and manipulate a variety of data sources and file formats within their workflows
Highlights
- Integrated lead generation capabilities to help advisors identify and nurture potential clients
- Social Security optimization features to ensure clients receive maximum benefits
- Retirement planning tools to assist in creating and monitoring personalized financial strategies
- Seamless integration with Ruby-based systems and libraries for streamlined data management