RetireMax

Getting Started

Getting started with RetireMax is as easy as 1-2-3! Just subscribe, download the app, and sign in. You can manage your account at anytime here online. Check out the different pricing options below. You can learn more about the different solutions we offer here.

1

Subscribe

Register to get started with a 14 DAY FREE TRIAL today.

After you are registered, you will receive a confirmation email with your username and password. You can then download the app and log in.

$59

per month

Individual

START TRIAL

Perfect for individual independent financial advisors
One subscription at one low cost for all platforms
All the great features RetireMax has to offer

$200

monthly + $49 per seat per month

Franchise

GET STARTED

One low cost for the organization
Invite users to your franchise
Each advisor pays for their own seat license

Custom corporate branding
Manage clients and plans for your entire team
Track production and prospecting activity
Store and maintain client data when reps leave
All the great features in the individual plan

$200

monthly + $39 per seat per month

Enterprise

GET STARTED

The organization pays one monthly bill for all users
New users are added to your organization's invoice
Perfect for organizations that want control over billing

Custom corporate branding
Manage clients and plans for your entire team
Track production and prospecting activity
Store and maintain client data when reps leave
All the great features in the individual plan

2

Get The App

After you subscribe, download the app and log in.

RetireMax is available for iOS, macOS, and iPadOS. You will need an account with an active subscription to log in. Make sure to check the email address you subscribed with for your username and password.

Download App

3

Manage Your Account Online

You can manage your user account and subscription options at anytime here online by logging into the RetireMax Portal. If you forget your password, you can reset it at anytime here.

MANAGE ACCOUNT

Disclaimers