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?

Buy report credits at $29/report (or discounted packs of 5 or 10), or subscribe to a Team ($49/mo) or Firm ($99/mo) plan for ongoing volume. Credits never expire.

How much does it cost after the free tier?

Single report credits are $29 each. 5-pack is $125, 10-pack is $200. Or subscribe: Team is $49/mo (5 users, 25 reports/mo) and Firm is $99/mo (15 users, 75 reports/mo). Annual billing saves 35%.

What happens to my data if I don't purchase more reports?

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 purchase credits or subscribe to continue.

Is there a setup fee or long-term contract?

No setup fees, no long-term contracts, and no commitments. Credit purchases are one-time and never expire. Subscription 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. Complete your first analysis in 15 minutes. No credit card required.

Professional Walkthrough

In this 2-minute overview:

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

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
Buy credits or subscribe only when you're ready

What happens after 2 free reports?

You choose your next step.

After your 2 free reports, buy credits or subscribe — whichever fits your volume. No automatic charges, no payment information required upfront, and zero obligations.

Report Credits

$29/report or packs

Credits never expire

Team Plan

$49/mo · 5 users · 25 rpts

Cancel anytime

Firm Plan

$99/mo · 15 users · 75 rpts

Cancel anytime

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