How much is your time and peace of mind worth?
Stop wasting time using fillable PDFs and spreadsheets and worrying about compliance. Automate manual PTE 2020-02 requirements for your advisors in under 5 minutes.

Automate your workflow
Simply create a new client or prospect in the system and then follow the guided prompts to automate and streamline your process

Create model portfolios and fee schedules
Setup custom model portfolios and fee schedules to quickly save time when calculating cost comparisons

Document your recommendations
Quickly document, disclose, and generate DOL-compliant recommendations and educational materials using a disclosure form designed by Fred Reish, the industry’s leading ERISA attorney

 Recommendation analytics
Quickly see rollover recommendation statistics across your practice and your advisors to ensure recommendations are complete and consistent

Analyze 401k plan costs
Leverage Form 5500 and fee benchmarking data to quickly and easily analyze hard to understand plan fees

Create long-term fee projections
Visualize your value and sell more effectively by showing the impact of your total fees vs. your competitors on ending wealth over 10, 20, and 30-year periods