Do I need to provide payment information to start my trial?

No! We don't ask for credit card or payment information during signup. You get full access to all features for 14 days without entering any payment details. Only if you decide to continue after the trial will we ask for payment.

Can I use real client data during the trial?

Absolutely! There are no watermarks, feature limitations, or restrictions during your trial. All analyses you complete are production-quality and can be delivered to clients immediately. Your trial is a full version of the software.

What features are included in the free trial?

Everything! You get complete access to all analysis types (Plan to IRA, IRA to IRA, Roth Conversion, Annuity Rollover), the full Form 5500 database, PDF report generation, unlimited analyses, and email support. There are zero feature restrictions.

How much does it cost after the trial?

Our plans start at $49/month for individual advisors and scale based on team size and analysis volume. You can view detailed pricing on our pricing page. Remember - you only pay if you choose to continue after your trial. No surprises, no automatic charges.

What happens to my data if I don't continue after the trial?

Your data remains securely stored in your account for 30 days after your trial ends. If you decide to subscribe within that time, everything will be right where you left it. After 30 days of inactivity, accounts are archived but can be restored by contacting support.

Is there a setup fee or long-term contract?

No setup fees, no long-term contracts, and no commitments. All our plans are month-to-month. You can cancel at any time with no penalty or cancellation fees. We believe in earning your business every single month.

See How Compliance Automation Saves 2+ Hours Per Rollover

Try full access free for 14 days. Complete your first analysis in 15 minutes. Cancel anytime - no commitments.

Quick Video Demo

What you'll see in the demo:

Login and dashboard overview
Form 5500 plan lookup in action
Cost, service, and fit analysis workflow
PDF report generation and export

Full Access - No Feature Limitations

Complete unlimited analyses

Full Form 5500 database access

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

PDF report generation

Email support (24-hour response)

No watermarks on reports

Export capabilities

Cancel anytime before trial ends

No Payment Information Needed

Start Your Free Trial in 3 Easy Steps

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 for full 14 days
Complete multiple analyses
Get email support when needed
Pay only if you want to continue - no obligations

What happens after 14 days?

Absolutely nothing - unless you want it to.

After your 14-day trial, you only get access if you choose to subscribe. No automatic charges, no payment information required upfront, and zero obligations.

Your choice, your timeline:
Love it? Select a plan and keep analyzing.
Not sure? Your data stays safe for 30 days.
Not for you? Walk away - no questions asked.

Start Your 14-Day Free Trial

No payment information required. Full access to all features. Cancel anytime.

No Credit Card Required

Full Feature Access

14 Days Completely Free

Takes less than 60 seconds to get started