Modern Pricing Table

Choose Your
Rollover Comparison™ Pro Plan

Choose the plan that fits your firm

Monthly
Annually
Core Features
Solo or Micro Firms
1-2 Advisors
$41.58
/ user / year
Small Firms
3-20 Advisors
$29.08
/ user / year
Mid-Sized Firms
21-60 Advisors
$16.58
/ user / year
Large Firms
61-100 Advisors
$12.42
/ user / year
Enterprise
101+ Advisors
Call For
Pricing
Unlimited Compliance Admin
✓
✓
✓
✓
✓
Includes one Advisor Support Team Member Access per Advisor
1 STM
1 STM
1 STM
1 STM
1 STM
Additional STM Cost
$50.00 / STM / year
$40.00 / STM / year
$25.00 / STM / year
$15.00 / STM / year
Custom
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations
✓
✓
✓
✓
✓
Investor Account Statement Repository
✓
✓
✓
✓
✓
Multiple Accounts - Weighted Average Fee Calculator
✓
✓
✓
✓
✓
Investor Receipt & Access Validation
✓
✓
✓
✓
✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney
✓
✓
✓
✓
✓
Fiduciary Disclosure Developed by a leading ERISA attorney
✓
✓
✓
✓
✓
Oversight and Audit Reports
✓
✓
✓
✓
✓
Simplified Annual Retrospective Review
✓
✓
✓
✓
✓
On-Demand Data Download/Backup
✓
✓
✓
✓
✓
Training and Live-Support
✓
✓
✓
✓
✓
Solo or Micro Firms
$41.58
/ user / year
Perfect for 1-2 Advisors
What's Included:
Unlimited Compliance Administrator Access ✓
Includes one Advisor Support Team Member Access per Advisor 1 STM
Additional STM Cost $50.00/STM/year
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations ✓
Investor Account Statement Repository ✓
Multiple Accounts - Weighted Average Fee Calculator ✓
Investor Receipt & Access Validation ✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney ✓
Fiduciary Disclosure Developed by a leading ERISA attorney ✓
Oversight and Audit Reports ✓
Simplified Annual Retrospective Review ✓
On-Demand Data Download/Backup ✓
Training and Live-Support ✓
Small Firms
$29.08
/ user / year
Ideal for 3-20 Advisors
What's Included:
Unlimited Compliance Administrator Access ✓
Includes one Advisor Support Team Member Access per Advisor 1 STM
Additional STM Cost $40.00 / STM / year
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations ✓
Investor Account Statement Repository ✓
Multiple Accounts - Weighted Average Fee Calculator ✓
Investor Receipt & Access Validation ✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney ✓
Fiduciary Disclosure Developed by a leading ERISA attorney ✓
Oversight and Audit Reports ✓
Simplified Annual Retrospective Review ✓
On-Demand Data Download/Backup ✓
Training and Live-Support ✓
Mid-Sized Firms
$16.58
/ user / year
Best value for 21-60 Advisors
What's Included:
Unlimited Compliance Administrator Access ✓
Includes one Advisor Support Team Member Access per Advisor 1 STM
Additional STM Cost $25.00 / STM / year
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations ✓
Investor Account Statement Repository ✓
Multiple Accounts - Weighted Average Fee Calculator ✓
Investor Receipt & Access Validation ✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney ✓
Fiduciary Disclosure Developed by a leading ERISA attorney ✓
Oversight and Audit Reports ✓
Simplified Annual Retrospective Review ✓
On-Demand Data Download/Backup ✓
Training and Live-Support ✓
Large Firms
$12.42
/ user / year
Enterprise-grade for 61-100 Advisors
What's Included:
Unlimited Compliance Administrator Access ✓
Includes one Advisor Support Team Member Access per Advisor 1 STM
Additional STM Cost $15.00 / STM / year
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations ✓
Investor Account Statement Repository ✓
Multiple Accounts - Weighted Average Fee Calculator ✓
Investor Receipt & Access Validation ✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney ✓
Fiduciary Disclosure Developed by a leading ERISA attorney ✓
Oversight and Audit Reports ✓
Simplified Annual Retrospective Review ✓
On-Demand Data Download/Backup ✓
Training and Live-Support ✓
Enterprise
Call For Pricing
Custom solutions for 101+ Advisors
What's Included:
Unlimited Compliance Administrator Access ✓
Includes one Advisor Support Team Member Access per Advisor 1 STM
Additional STM Cost Custom
Proactive Advice Review & Approval Queues Prevent Failure-to-Supervise Violations ✓
Investor Account Statement Repository ✓
Multiple Accounts - Weighted Average Fee Calculator ✓
Investor Receipt & Access Validation ✓
Rollover Recommendation Reasoning Statements Developed by a leading ERISA attorney ✓
Fiduciary Disclosure Developed by a leading ERISA attorney ✓
Oversight and Audit Reports ✓
Simplified Annual Retrospective Review ✓
On-Demand Data Download/Backup ✓
Training and Live-Support ✓
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Includes access for one Support Team Member (STM) per advisor
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