For retirement abroad advisors
Retirement abroad advisor software.
Every retiree’s move, organized.
Plarelo gives retirement abroad advisors one place to capture each client’s brief, track residency paperwork, compare health insurance and homes, and keep pension and banking to-dos on schedule, in a workspace your client can see too.
Free for your first client · No credit card
Built for
Why retiring abroad gets complicated
Visa documents expire fast.
Retirement and passive-income visas ask for pension statements, bank balances, health insurance, criminal record certificates and translations. Several of those are only valid for a few months, so if they sit in an inbox, one can run out before the appointment.
Healthcare often limits where a client can live.
Whether a client can join the public system, which private policy covers their existing conditions, and whether there’s a good doctor nearby all affect which towns are realistic. Those answers belong next to the house search, not in a separate notes file.
Clients, and their adult children, want to see where things stand.
Retirees often plan with a partner, and adult children back home want reassurance too. Without one shared view of what’s done and what’s next, every update becomes another call or email you have to write.
From the retiree’s brief to a shared plan
Capture the retiree’s brief
A structured intake records what you need before you start, so the brief doesn’t depend on what the client remembers to mention on the first call.
Keep the house search in the same plan.
Shortlist homes to rent or buy with price and rooms, and move each one from viewed to pursuing to secured. The home search sits in the same plan as the residency paperwork and the health insurance, so a client weighing a village house against a flat in town sees the whole picture, and you see the follow-ups only you need.
Know when a client has done their part.
When a client completes a paperwork step, ticks off a task, or leaves a note on an option, it appears in one activity feed across all your clients. Click an entry to open the record and update it in place, and get an email when you’re away, so you chase only the clients who actually need it.
What you get
Built around how retiring abroad actually works.
A structured retiree brief
Destination, move date, passports, healthcare needs, rent or buy, budget, pets and shipping, captured in one intake instead of a first-call notepad.
Residency paperwork, step by step
The residence visa, address and tax registration, and healthcare enrolment are broken into steps your client can tick off, so a missing pension statement or an expiring certificate shows up early.
Compare health insurance options
Put the public system, local private cover and international policies side by side as options on one decision, with your notes on what each covers for this client.
The home search, from viewed to secured
Add homes with rent or buy, price and rooms, move each one from relevant to viewed, pursuing and secured, and compare the shortlist side by side with your client.
Every date on one timeline
Consulate appointments, document validity, the house purchase and the move date sit on one timeline, so if one slips you can see straight away what else is at risk.
Private follow-up dates
Set a follow-up date on any decision, document, or task, visible only to you. Your open follow-ups across every client are listed in one place, so nothing waits on your memory.
Notes in context
Questions and answers sit on the item they’re about, threaded, instead of scattered across email. A partner or adult child on the project can pick up the conversation.
Every client in one dashboard
See each client’s progress at a glance, follow a live feed of what changed across all of them, and get an email when a client updates their plan.
Templates for the countries you know
Save a refined plan as a template, such as “Portugal, D7 visa, retired couple”, and start the next similar client from it in seconds.
Export to PDF
Export the whole plan or the timeline to a clean PDF when a client wants something to read offline or share with a family member who isn’t on the project.
Questions, answered
What is retirement abroad advisor software?
It’s a workspace for advisors who help people retire to another country. Plarelo captures the retiree’s brief, holds the residency paperwork, health insurance options and home shortlist for the destination, and gives you and your client one shared place to track what’s done and what’s left.
Can I reuse my work for the next client?
Yes. Save any plan as a template, paperwork, decisions and tasks included, such as “Spain, non-lucrative visa”. The next retiree moving to the same country starts from it in seconds, and you tailor the details to their situation.
Can my client’s partner or adult children follow along?
Yes. Invite them to the project and they see the paperwork steps, the decisions and the timeline, and can add notes and tick off tasks. Follow-up dates you set stay private to you.
Does Plarelo give tax, pension or legal advice?
No. That advice stays with you and the professionals you work with. Plarelo is where you track it: which pension and banking steps are outstanding, which documents the residence visa needs, when each is due, and what your client still has to send.
Does Plarelo submit visa applications?
No. Applications still go through the consulate or immigration authority. Plarelo tracks them, step by step, alongside the health insurance and the home search they depend on.
What does it cost?
Your first client is free, with every tool included. Managing more than one client at a time is a paid plan; get in touch through our contact page and we’ll set you up.
Running relocations for all kinds of clients? See Plarelo for relocation consultants
Plarelo is also built for
- People relocating abroadPlan your own international move: AI-built plan, timeline, and paperwork in one place.
- Relocation consultants & destination service providersRun every client move from structured intake to a shared, tracked plan.
- School placement consultantsShortlist schools, track admissions deadlines, and keep relocating families on schedule.
- Relocation property finders & agentsShortlist, view, and secure homes alongside the rest of the move.
Give your retiree clients one clear plan.
Free for your first client, no credit card required.
Join as an advisorPlanning your own retirement move? Try the free relocation planner →