Audit-Ready Rollover Analysis
Generate defensible, DOL-compliant rollover recommendations in minutes. Comprehensive Form 5500 data, automated fee comparison, and institutional-grade documentation.
How It Works
Complete your rollover analysis in four simple steps
Gather Information
Enter client details and select analysis type: Plan to IRA, IRA to IRA, or Plan to Plan.
Collect Plan Data
Search DOL Form 5500 database by company name, upload fee disclosure documents, or enter data manually.
Analyze & Compare
Compare fees, services, and investment options. Document availability and applicability of each factor in both scenarios.
Generate Report
Create professional, DOL-compliant PDF report with all documentation and disclosures.
Evaluation Process
We respect your time. Evaluate our software on your own terms.
- Request pricing information
- Schedule discovery call
- Attend sales demonstration
- Receive custom proposal
- Wait for implementation
Typical Timeline: 3-4 Weeks
Enterprise Features Without Enterprise Prices
Get all the features you need at a fraction of the cost
| Feature | Rollover Analysis Tool | Enterprise Tools |
|---|---|---|
| Per Report | $29 (credit) | $50-100+ |
| Team (5 users) | $49/mo or $379/yr | $1,500+/yr + $300/seat |
| Setup Time | 5 minutes | 2-4 weeks |
| Contract | Month-to-month | 1-3 year commitment |
| Form 5500 Access | ✓ | ✓ |
| Free Reports | 2 included | None |
| Support | ✓ Email support | Tiered by price |
Trusted by independent financial advisors
Average completion time
Retirement plans in database
PTE 2020-02 compliance