Choose Your Plan
- ✦ Easy-to-navigate interface
- ✦ Simple client illustrations
- ✦ Inherited IRA Distribution Smoothing™
- ✦ Gross distribution projections
- ✦ Year-by-year entry for account activity & assumptions
- ✦ Legacy planning tools
- ✦ Everything included in RISE
- ✦ Net income tax calculations for distributions
- ✦ Inflation assumptions for IRS, Social Security, IRMAA, and real-world rates
- ✦ Optimized Roth Conversions with annual tax impact modeling
- ✦ Integrated QCD analysis for tax-smart giving
- ✦ Inherited IRA optimization
What’s the Difference?
Built for advisors who need clear, client-ready IRA illustrations fast. RISE handles RMDs, Inherited IRAs, stretch scenarios, and legacy planning — with gross distribution projections and a straightforward interface your whole team can use.
Everything in RISE, plus the full tax layer. CREST adds net income tax projections, inflation modeling, optimized Roth conversion strategies, QCD analysis, and Inherited IRA optimization — for advisors who need to show clients the complete after-tax picture.
Not sure which plan fits your practice? Request a demo and we’ll help you decide.
Purchasing 20 or More Licenses?
We offer enterprise and firm pricing for larger teams. Call 800.766.7327 or email sails@fincw.com to learn more.
We’ll walk you through the platform live — so you know exactly what you’re getting before you commit.
Request a Demo