Pricing
Our multi-tier solution empowers advisors with retirement tax strategies, IRA insights, and legacy planning tools—all tailored to maximize wealth. Explore our calculator pricing options below. Need bulk licensing? Contact us for exclusive discounts.
RISE
$600 / Year
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Easy-to-navigate interface
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Simple client illustrations
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Inherited IRA Distribution Smoothing™
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Gross distribution projections
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Year-by-year entry for account activity & assumptions
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Legacy planning tools
CREST
$1,000 / Year
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Everything included in RISE
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Net income tax calculations for distributions
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Inflation assumptions for IRS, Social Security, IRMAA, and real-world rates
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Optimized Roth Conversions with annual tax impact modeling
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Integrated QCD analysis for tax-smart giving
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Inherited IRA optimization
| Calculator Modules | RISE | CREST |
|---|---|---|
| Required Minimum Distributions (RMDs) | X | X |
| Extended (Stretch) Traditional IRA | X | X |
| Extended (Stretch) Roth IRA | X | X |
| Inherited IRA Distributions (Pre & Post-SECURE Act) | X | X |
| Inherited Roth IRA Distributions (Pre & Post-SECURE Act) | X | X |
| Substantially Equal Periodic Payments (SEPPs) [72(t)] | X | |
| Gross Distribution Projections | X | |
| Flexible Roth Conversion Methods Offering Tailored Strategies | X | X |
| Inherited IRA Distribution Smoothing™ | X | X |
| Annual Net Income Tax Calculation Projections | X | |
| Net Distribution Projections & Spending Needs | X | |
| Precise Course™ Distributions | X | |
| Pricing Per Year | $600 | $1,000 |
Purchase CREST and RISE is included.
Are you purchasing 20 or more licenses? Please call 800.766.7327 or email sails@fincw.com to receive specialized discount pricing.
Contact us at 800.766.7327 or email sails@fincw.com to learn more about our three-tiered solution software pricing.