Priced to fit your practice.
Monthly
Annual
Discovery
$50
/mo
1-Year Contract
Discovery Plan Editor
Personalized Client Reports
On-Demand Training
Sales & Marketing Materials
Roundtable Webinars
For just $25/mo more, add
Health+
Social Security Optimization
Actuarial Longevity Estimates
Healthcare Cost Projections
Premium
$149
/mo
1-Year Contract
All features of Discovery plus...
Account Data Integrations
Plan Tracking Dashboard
Automated Practice Alerts
One-Click Review Reports
For just $25/mo more, add
Health+
Social Security Optimization
Actuarial Longevity Estimates
Healthcare Cost Projections
Pro
$199
/mo
1-Year Contract
All features of Premium plus...
Pro Plan Editor
Tax Liquidation Ordering
RMD Projection
Roth Conversion Analysis
Excess Income Projection
Annuity Modeling
Social Security Optimization
Actuarial Longevity Estimates
Healthcare Cost Projections
IRMAA Surcharges
Discovery
$540
/yr
1-Year Contract
Discovery Plan Editor
Personalized Client Reports
On-Demand Training
Sales & Marketing Materials
Roundtable Webinars
For just $300/yr more, add
Health+
Social Security Optimization
Actuarial Longevity Estimates
Healthcare Cost Projections
Premium
$1,600
/yr
1-Year Contract
All features of Discovery plus...
Account Data Integrations
Plan Tracking Dashboard
Automated Practice Alerts
One-Click Review Reports
For just $300/yr more, add