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1. Subscribe
Register to get started with a FREE TRIAL today.
After you are registered, you will receive a confirmation email with your user name and password. You can then download the app and login.

Pricing Options

Get started today with a FREE TRIAL

$59
per month

INDIVIDUAL

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