Simple, Transparent Pricing
Professional compliance tools designed for independent advisors. Fair pricing, no contracts, no hidden fees.
Complete Tool Suite
Pricing Coming Soon
All three tools included in one simple plan
- Risk Tolerance Questionnaire - Customizable client assessments with automated scoring
- Annual Suitability Tool - Structured annual reviews with conversation tracking
- IPS Generator - Investment Policy Statement creation and management
- Unlimited assessments, reviews, and IPS documents
- Professional PDF reports for all tools
- Mobile-friendly client interfaces
- Audit-ready documentation
- No per-report fees
- No credit card required for trial
What's Included
Three powerful tools in one platform
Risk Tolerance Questionnaire
- Customizable questionnaires
- Automated risk scoring
- Mobile-friendly client interface
- Professional PDF reports
Annual Suitability Tool
- Structured review workflows
- Conversation tracking
- Change documentation
- Compliance-ready reports
IPS Generator
- Customizable templates
- Professional formatting
- Comprehensive policy statements
- PDF export
Built for Independent Advisors
Professional compliance tools without the enterprise complexity. Get started in minutes, not weeks.
No Sales Process
Sign up and start using the tools immediately. No waiting for sales calls or demos. Try all three tools and decide for yourself.
Flexible Terms
No long-term contracts required. Cancel anytime if your needs change. Transparent pricing with no hidden fees.
Professional Quality
Audit-ready reports, mobile-friendly interfaces, and comprehensive documentation. Everything you need for compliance, without the enterprise price tag.