Pricing

Simple, Transparent Pricing

Two plans. Everything included. No per-client fees.

Save up to $100/yr

Starter

For individual advisors getting started

$20/month

1 advisor seat
Up to 100 clients

XML & PDF statement upload with automatic parsing
Benefit estimates at every claiming age (62-70)
Spousal, survivor, and earnings test calculations
Downloadable PDF reports and shareable analysis links
Bank-level encryption — SSNs never stored

Best Value

Pro

For growing firms with multiple advisors

$50/month

Unlimited advisor seats
Unlimited clients

XML & PDF statement upload with automatic parsing
Benefit estimates at every claiming age (62-70)
Spousal, survivor, and earnings test calculations
Downloadable PDF reports and shareable analysis links
Bank-level encryption — SSNs never stored

30-Day Money-Back Guarantee

Not satisfied? Get a full refund, no questions asked.