Pricing
Per Month
$59
Per Registered Advisor in Firm - Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections
Per Year
$500
Per Registered Advisor in Firm - Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections