Simple, Honest Pricing
Professional compliance tools at half the cost of premium alternatives. No contracts, no hidden fees.
Individual Tools
Choose what you need
- Up to 3 users included
- Cancel anytime
- Email support
- • Risk Assessment + Suitability
- • DOL Rollover Analysis
Complete Bundle
Both compliance tools
- Up to 3 users included
- Priority support
- Risk Assessment + Suitability
- DOL Rollover Analysis
- Future tools included
Additional Users
Add team members
- Same price across all plans
- No hidden fees
- Full access to all tools
- Individual user management
Detailed Feature Comparison
See what's included in each plan
| Features | Individual | Complete Bundle | Additional Users |
|---|---|---|---|
| Monthly Cost | $35/tool | $60 | $10/user |
| Risk Assessment | Depends on plan | ||
| Rollover Analysis | Depends on plan | ||
| Users Included | 3 | 3 | +1 per license |
| Priority Support | Depends on plan | ||
| Future Tools | Separate cost | Depends on plan |
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See how much you'll save vs. competitors
What Others Charge
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Pricing FAQ
Can I switch between plans anytime?
Yes! You can upgrade, downgrade, or cancel your plan at any time. Changes take effect at your next billing cycle.
What happens if I cancel?
You keep access until your current billing period ends. No cancellation fees, no questions asked.
How do additional users work?
Each additional user gets full access to all tools in your plan. Billing is prorated when you add users mid-cycle.
Do you offer annual discounts?
Yes! Save $240 per year with our annual Complete Bundle plan ($600/year vs $720 monthly).
Is there a free trial?
Absolutely! Start with a free trial - no credit card required. Experience the tools risk-free.
Choose Your Plan Today
Join hundreds of advisors saving thousands on compliance tools.