Do I need to provide payment information to get started?

No! We don't ask for credit card or payment information during signup. You get 2 complete rollover analyses for free with no time limit. Only if you decide to continue with more reports will we ask for payment.

Can I use real client data with my free reports?

Absolutely! There are no watermarks, feature limitations, or restrictions. All analyses you complete are production-quality and can be delivered to clients immediately. Your free reports are full versions of the software.

What features are included in the free tier?

Everything! You get complete access to all analysis types (Plan to IRA, IRA to IRA, Plan to Plan, Roth Conversion), the full Form 5500 database, PDF report generation, and email support. There are zero feature restrictions - just a limit of 2 reports.

What happens after I use my 2 free reports?

Subscribe to Solo ($60/mo or $600/yr) for one account with unlimited reports, or Firm ($125/mo or $1,200/yr) with 5 team accounts included and unlimited reports (+$12/mo per additional account). Enterprise (20+ accounts) from $3,000/yr — contact sales.

How much does it cost after the free tier?

Solo is $60/month or $600/year (1 account, unlimited reports). Firm is $125/month or $1,200/year (5 team accounts included, unlimited reports, +$12/mo per additional account). Enterprise starts at $3,000/year for 20+ accounts — contact sales. Annual billing saves 20%.

What happens to my data if I don't subscribe?

Your data remains securely stored in your account indefinitely. Your saved analyses and account information stay right where you left them. You can come back anytime and subscribe to continue.

Is there a setup fee or long-term contract?

No setup fees, no long-term contracts, and no commitments. All plans are month-to-month — cancel anytime with no penalty.

See How Compliance Automation Saves 2+ Hours Per Rollover

Get 2 free reports with no time limit. Or try the interactive demo — no sign-up required.

Professional Walkthrough

In this 2-minute overview:

Live Form 5500 search
Automated fee comparison
Best interest documentation
One-click PDF generation

View a sample report

Full Access - No Feature Limitations

2 complete rollover analyses

Full Form 5500 database access

All analysis types (Plan to IRA, IRA to IRA, Plan to Plan)

PDF report generation

Email support

No watermarks on reports

Export capabilities

No time limit - use anytime

No Payment Information Needed

How the Free Tier Works

1Create Your Account

Enter your email address
Set a secure password
Add your firm information
Start analyzing immediately

2Complete Your First Analysis

Follow guided workflow
Use real or sample data
Generate your first report
See the tool in action

3Decide If It's Right for You

Use both free reports whenever you need them
Complete real client analyses
Get email support when needed
Subscribe only when you're ready

What happens after 2 free reports?

You choose your next step.

After your 2 free reports, subscribe to Solo or Firm — whichever fits your practice. No automatic charges, no payment information required upfront, and zero obligations.

Solo Plan

$60/mo · 1 advisor · unlimited reports

$600/yr annual

Firm Plan

$125/mo · 5 accounts included

Unlimited reports · +$12/mo per extra account

Enterprise

From $3,000/yr

Multi-office · contact sales

Get 2 Free Reports

No payment information required. Full access to all features. No time limit.

No Credit Card Required

Full Feature Access

2 Complete Reports - No Time Limit

Takes less than 60 seconds to get started