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The Solutions You Need
RetireMax offers Individual, Franchise and Enterprise solutions. The Individual solution is perfect for independent advisors and includes all the core features RetireMax has to offer, while the Franchise and Enterprise solutions add team management and additional billing options for larger organizations.
Read more about the solutions we offer below, or sign up now to get started.
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$59
per month
Individual
The Individual option is perfect for advisor looking to create stand out plans for their clients. Custom branded deliverables arrive directly in your client's inbox. A built in CRM keeps you tracking towards your goals.
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$200
monthly + $49 per seat per month
Franchise
The Franchise plan offers organizations a way to manage and assist their teams through powerful collaboration tools. There's one flat monthly fee for the organization, while advisor pay for their own seat license.
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$200
monthly + $39 per seat per month
Enterprise
The Enterprise solution gives organizations the same team management and collaboration features, but at a lower cost. The monthly fee and each subscription is paid for by the sponsoring organization.
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All Team Plans Include:
Custom Corporate Branding
Your logo, your company colors, and your company details are automatically included on all deliverables. Setup is easy. Admins can configure colors and swap logos at anytime.
Manage Clients And Plans For Your Entire Team
Need to review plans or coach your team of advisors? With RetireMax Franchise and Enterprise team plans, you can collaborate at anytime!
Track Production And Prospecting Activity
Track your performance, closing ratios, and assets under management. Set goals for your team and achieve them!
Store And Maintain Client Data For When It matters
Maintaining your client data-base is critical for any organization! Your organization and client data is always maintained—never loose a prospect or client file again.
All The Great Features In The Individual Plan
RetireMax team plans include everything in the individual plan. You won’t miss anything!
RetireMax
Drive more business and wow clients by answering questions quickly and efficiently. Whether they’re considering a rollover, contemplating how much to save per month, wondering about when to take social security, or wanting to reduce their tax rate, RetireMax can help. Signup today and get started with a FREE TRIAL.
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