Professional InvestorCOM Alternative
Same compliance features as InvestorCOM RolloverAnalyzer for 80% less. Complete PTE 2020-02 compliance at an affordable price.
Why Advisors Switch from InvestorCOM
Professional compliance tools without the enterprise price tag
80% Cost Savings
Same enterprise features as InvestorCOM for just $500/year vs $3,000+. No hidden fees or surprise charges.
5-Minute Setup
Start your first analysis immediately. No weeks-long implementation or complex integrations required.
Full Compliance
Complete PTE 2020-02 compliance with professional documentation that meets all DOL requirements.
No Long-Term Contracts
Month-to-month billing with no cancellation fees. Scale up or down as your practice grows.
Feature-by-Feature Comparison
| Feature | InvestorCOM | Our Tool |
|---|---|---|
| Annual Cost | $3,000+ | $500 |
| Setup Time | 3-4 weeks | 5 minutes |
| Contract | Multi-year | Month-to-month |
| Form 5500 Database | ✓ | ✓ |
| PTE 2020-02 Compliance | ✓ | ✓ |
| Unlimited Analyses | ✗ Tiered | ✓ All plans |
| Free Trial | ✗ Sales demo only | ✓ 14-day full access |
| Transparent Pricing | ✗ Contact sales | ✓ Listed publicly |
Advisors Who Made the Switch
Real experiences from advisors using our InvestorCOM alternative
We switched from InvestorCOM and saved $2,500/year while getting better features. The 5-minute setup was incredible.
Our compliance team loves the audit trails and monitoring features. Much more affordable than enterprise solutions.
InvestorCOM was overkill for my solo practice. This tool gives me everything I need at a price I can afford.
Easy Migration from InvestorCOM
Switch in minutes, not months
What We Import
- Advisor profiles and firm information
- Historical analysis data (if available)
- Compliance templates and customizations
- Team member permissions and roles
What You Get Instead
- 80% cost savings ($2,500/year)
- Modern, intuitive interface
- Advanced compliance automation
- Real-time Form 5500 integration
- Unlimited analyses included
Switching from InvestorCOM FAQ
Common questions about making the switch
Can I import my data from InvestorCOM?
We provide migration assistance for advisor profiles and historical data where possible. Contact our support team for personalized migration help.
Do you offer the same compliance features?
Yes, our tool includes all PTE 2020-02 compliance features found in InvestorCOM, plus additional automation and modern features.
What if I need to go back to InvestorCOM?
You can cancel anytime with no penalties. Your data remains yours and can be exported in standard formats.
Is the free trial really 14 days?
Yes! Unlike InvestorCOM's sales demo approach, you get full access to all features for 14 days with no credit card required initially.
Ready to Save $2,500/Year?
Professional rollover analysis without the enterprise price tag. Try free for 14 days.
No setup fees • No long-term contracts • Cancel anytime