The Enterprise License is designed for larger financial firms and organizations with 10 or more advisors who require a scalable solution for Roth conversion planning. Unlike our standard commercial tiers, pricing is tailored specifically to your organization’s size and the number of advisor seats required.
Everything in the Extended Commercial License, plus:
- Customized Pricing for 10+ Advisors – A flexible pricing structure based on the specific number of advisor seats your firm requires, ensuring cost-effectiveness at scale.
- Streamlined Corporate Procurement – We provide dedicated support for firms requiring a formal invoice to be generated for their internal accounting records.
- Flexible Payment Options – To accommodate corporate financial workflows, we accept secure payments via ACH transfer in addition to standard payment methods.
- Firm-Wide Standardization – Ensure every advisor across your entire organization is utilizing the same high-quality analysis and data-driven planning framework.
Firm & Advisor Evaluations: Are you looking to give it a test-drive before purchasing a license? Request a 5-Day Commercial Evaluation Copy (Email verification required)
FINRA Rule 2214 Compliance: For firms requiring FINRA Rule 2214 Compliance, a Compliance Disclosure Document has been created to assist with the compliance process. The shop owner will provide additional support as needed.
To discuss a plan that fits your firm’s unique structure, please contact the shop owner for a personalized quote.