10 Logins Included. Unlimited Reports.
Advisors turn out a documented rollover file roughly every 12 minutes. The comparison is you versus doing it manually, not a vendor bake-off.
2 Free Reports Included
No credit card required · Full features · No time limit
$432 billed annually
Save $108/year vs monthly
How billing worksOne login for your whole practice. Built for the person who actually does the paperwork.
2 free reports included · No credit card required
$1,200 billed annually
Save $300/year vs monthly
How billing worksSupervision and exam readiness for the whole office. 10 logins included.
Start with 2 free reports, then subscribe
Best for firms needing 20+ accounts. Multiple offices, broker-dealers, custom onboarding, MSA, and dedicated support.
Every plan includes the PTE 2020-02 annual retrospective review, including a free account. Calendar-year firms certify by June 30.
What advisors say
We have been very happy with the Rollover Analysis tool. The client interface is easy to use and straightforward, and the tool provides a complete analysis without making the process overly time-consuming. It has made it easier for us to efficiently evaluate rollover recommendations and document our analysis. The information is presented in a clear and organized format, which makes it easy for both our team and clients to understand. Overall, the tool has been a helpful addition to our rollover review process.
How We Compare
| Feature | Our Firm Plan | InvestorCOM |
|---|---|---|
| Pricing model | $1,200/yr (10 logins included) | $1,500 + $300/seat/yr |
| 10-advisor firm (typical) | $1,200/yr | $4,500/yr |
| Additional accounts | 11 to 19 by arrangement | $300/seat/year |
| Team accounts | 10 included | Per-seat license |
| Reports | Unlimited | Included |
| Free trial | 2 reports, no card | Demo only |
| Setup | 5 minutes | Weeks + sales call |
All Plans Include
Form 5500 Database
Search and access data from 500,000+ retirement plans nationwide.
All Analysis Types
Plan to IRA, IRA to IRA, and Plan to Plan analyses all included.
Compliant Documentation
PTE 2020-02 compliant reports with all required disclosures.
Firm Logo on PDF Reports
Upload your company logo in Advisor Settings — it appears on every generated PDF report.
Email Support
Direct email support on all plans, including free tier.
Regular Updates
Automatic compliance and regulatory updates at no additional cost.
Secure Storage
AES-256 encrypted data storage with 7-year retention.
No Long-Term Contracts
Month-to-month billing available. Cancel anytime from your account.
FAQ
Ready to Simplify Rollover Compliance?
2 free reports · No credit card · Firm from $1,200/yr
Enterprise-grade security · SOC 2 Type 1 In Progress