Roth conversion software for financial advisors Close more clients. Get more referrals. Deliver a level of service nobody else is giving them.
Roth Conversion Software for Financial Advisors
Complete Roth conversion analysis with a client-ready presentation. No spreadsheets. No formulas. No tech skills.
You're Not Losing on Advice. You're Losing on Presentation.
Your prospect is sitting across from you and two other advisors this month. You all know the tax code. You all recommend Roth conversions. But only one of you will show them something they've never seen before, and that's the one who wins the relationship.
From complicated to one click
From partial to complete
From explaining to closing
How does it actually work? Here's exactly what's inside the platform.
Everything You Need to Run Professional Roth Conversion Analyses
Built specifically for advisors who want to close Roth conversions with confidence.
Multi-Scenario Analysis
Compare Unoptimized, Fill 22% Bracket, Fill 24% Bracket, Roth Conversion, and Custom strategies side by side with real-time charts.
Complete Tax Engine
Federal brackets, Social Security taxation, Medicare IRMAA surcharges, NIIT 3.8%, capital gains, all 50 state taxes, and RMD projections. All calculated automatically.
Client Presentation Mode
One click generates a polished, full-screen 8-slide presentation built from your client's actual numbers. Present on screen or project in your office.
Beneficiary Impact Analysis
Show the 10-year inherited IRA reality. Side-by-side comparison of what heirs receive from traditional vs. Roth. The slide that moves people to action.
Emergency Access Illustration
What does it cost to access $500K from a traditional IRA overnight? Show the devastating tax bracket jump vs. $0 from Roth.
Roth Education Deck
6 client-ready educational slides covering the tax bomb, IRMAA, beneficiary impact, emergency access, tax bracket planning, and Medicare. The stories that create urgency.
If You Can Type a Name and a Number, You Can Use RothWise.
No training. No manual. No IT department. Advisors in their 60s and 70s are running this in client meetings every day. Here's the entire process:
Type 4 things
Client name, age, filing status, IRA balance. That's it. Four fields. You can do it while shaking their hand. Takes about 30 seconds.
Click one button
Hit "Analyze." RothWise does every calculation for you instantly. Federal taxes, IRMAA, Social Security, state taxes, RMDs, beneficiary impact. All done. Zero formulas.
Show your client
Click "Present" and a polished full-screen presentation appears with their actual numbers. Your client sees exactly what they stand to gain. No PowerPoint, no prep work.
No spreadsheets. No formulas. No exports. No software training. If you can send an email, you can run RothWise. We built it for advisors, not engineers.
Built for the Compliance-Conscious Advisor
Advisor-Controlled Client Data
Saved client profiles and analysis inputs are stored in the advisor account and can be deleted by the advisor.
Presentation Tool, Not Advice
RothWise generates planning illustrations only. All output includes required disclosures and is positioned as educational, not investment advice.
256-Bit Encryption
All data in transit is encrypted with TLS 1.3. Your client information never leaves your session unprotected.
Advisor-Only Access
RothWise is sold exclusively to licensed financial professionals. Client-facing output is clearly labeled as advisor-prepared planning material.
Common Questions
I already use eMoney / MoneyGuide Pro. Why do I need RothWise?
RothWise is not a replacement for comprehensive planning software. It is a specialized Roth conversion closing tool. Where eMoney shows the full financial plan, RothWise shows the specific tax picture that moves a prospect to act (IRMAA, beneficiary impact, SS taxation, and RMDs), all in a single polished presentation built in under 5 minutes. Most advisors use both.
What happens to my client data?
Saved client profiles and analysis inputs stay in your advisor account until you delete them. We do not sell this data.
Does RothWise integrate with my CRM?
Direct CRM integrations are on our roadmap. Currently, analyses are run directly in RothWise and exported as PDF reports or presented in full-screen mode. The workflow takes under 5 minutes regardless of your current tech stack.
Is the output compliant for client delivery?
Yes. All RothWise output is generated as planning illustrations, not investment advice. Each report includes standard disclosures. We recommend reviewing output with your compliance officer for your specific broker-dealer or RIA requirements.
Can I cancel anytime?
Yes. There are no long-term contracts. You can cancel your subscription at any time from your account settings. Annual subscribers receive a prorated refund for unused months.
Does the 14-day trial require a credit card?
Yes. Checkout collects a credit card and starts a 14-day trial. After the trial, your selected plan is $89 per month or $890 per year. Cancel before the trial ends to avoid a subscription charge.
How long does setup take?
Most advisors run their first complete client analysis within 5 minutes of signing up. There is no installation, no data migration, and no onboarding call required. Sign up, enter a client's details, and present.