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 starting at $29/report or $49/mo for teams 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 |
|---|---|---|
| Solo Advisor Cost | $1,500+/year | $29/report (credits) |
| Team (5 users) | $2,700+/year | $379/year |
| Setup Time | 3-4 weeks | 5 minutes |
| Contract | Multi-year | Month-to-month |
| Form 5500 Database | ✓ | ✓ |
| PTE 2020-02 Compliance | ✓ | ✓ |
| Free Tier | ✗ Sales demo only | ✓ 2 reports, no time limit |
| 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
- Significant cost savings vs enterprise tools
- Modern, intuitive interface
- Advanced compliance automation
- Real-time Form 5500 integration
- 2 free reports to try risk-free
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.
How does the free tier work?
Unlike InvestorCOM's sales demo approach, you get 3 complete rollover analyses with full access to all features. No time limit, no credit card required. Use them whenever you have a rollover case.
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