Technical Requirements
Get all the details on the technical specifications and system requirements needed to access and make the most of Serview's retirement planning platform.
System Requirements & Compatibility
Desktop & Laptop Requirements
Our platform is optimized for a smooth experience across all modern desktop and laptop computers. For the best results, here’s what you’ll need:
- Windows 10 or newer, macOS 10.14 or newer, Linux Ubuntu 18.04+
- Minimum 4GB RAM (8GB recommended for optimal performance)
- 1GB available storage space
- Stable internet connection (minimum 5 Mbps recommended)
- Modern web browser (Chrome 90+, Firefox 88+, Safari 14+, Edge 90+)
- Screen resolution 1024x768 or higher
Mobile Device Support
Access your retirement planning tools on the go with full mobile compatibility across all major platforms, including:
- iOS 13.0 or newer (iPhone 6s and later models)
- Android 8.0 (API level 26) or newer
- Mobile browsers: Chrome Mobile, Safari Mobile, Firefox Mobile
- Responsive design optimized for screens 320px and larger
- Touch-friendly interface with gesture support
- Offline capability for basic features
Security & Privacy Standards
Your financial data is protected with enterprise-grade security measures and compliance standards:
- 256-bit SSL encryption for all data transmission
- Multi-factor authentication support
- GDPR and PIPEDA compliance for Canadian users
- Regular security audits and penetration testing
- SOC 2 Type II certified data centers
- Automatic session timeout and secure logout
Cloud Integration & Backup
Your retirement planning data is securely synchronized across all devices with automatic backup systems:
- Real-time data synchronization across all devices
- Automatic daily backups with 30-day retention
- AWS-powered cloud infrastructure with 99.9% uptime
- Data recovery options within 24 hours
- Export functionality for personal records
- Integration with popular financial software
Browser Compatibility Matrix
We regularly test our platform across all major browsers to ensure consistent performance and feature availability.
Google Chrome
Version 90+ fully supported with all features including advanced charting tools
Mozilla Firefox
Version 88+ supported with enhanced privacy features and tracking protection
Safari
Version 14+ optimized for macOS and iOS with native performance
Microsoft Edge
Version 90+ with full integration for Windows users and productivity tools
Technical Support & Assistance
Our dedicated technical support team is here to ensure you get the most from our retirement planning platform. We know that navigating technology, especially when it’s tied to your financial future, can be tricky—so we’re here to assist you every step of the way.
Whether you're having trouble logging in, need assistance with the mobile app installation, or want to optimize your browser settings for a smoother experience, we're always available by phone or email to guide you through it.
Our support team is specially trained to address the unique aspects of Canadian retirement planning and understands the technical requirements across all provinces. We provide assistance in both English and French to ensure you're fully supported at every step.
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Platform Updates & New Features
We’re committed to constantly enhancing our platform with new features and security upgrades. Our development team rolls out updates monthly, with major feature releases every quarter. All updates are applied automatically, so you’re always using the latest tools and enjoying the best possible security.
Recent updates in early 2025 include better mobile responsiveness, more accurate retirement projection algorithms, and new integration features with Canadian financial institutions. If any update requires action from you, we'll make sure to notify you directly.
Contact Technical Support