Invitation · seven-day agent access
Run a real client case before you commit.
You were given a seven-day key to the Roth Architect™ analyzers — the system licensed agents use for estate, tax and Roth conversion planning with retirees ages 50–75. No card, no obligation. Your clock starts when you create your login.
- Full Roth conversion analysis on your own client's numbers
- Income and protected-growth illustrations
- Client cases saved to your account
Presentations, the handout library and screen-share presenting open with a full 30-day licence.
Free seven-day access
Create your login
No card required. Access begins the moment your login is created.
Already have an account? Sign in
Included in your seven days
Everything you need to run one complete client conversation.
Roth Architect™ Analyzer
Full conversion analysis on a real client: year-by-year conversion mapping, bracket and IRMAA awareness, lifetime and heir tax comparison, and the plain-English Bottom Line.
Income Analyzer
Model dependable retirement income and protected growth side by side, and show a client what each choice does to their plan over time.
Saved client cases
Anything you build during the seven days is saved to your account, so nothing is lost if you continue on a full licence.
A look inside
What your clients will see across the table.
Custom client reports
Every analysis becomes a branded, client-ready report you can print or edit as a Word document.
The analyzer at work
Enter the facts you already collect and get the conversion map, tax comparison and Bottom Line in minutes.
Presentations & handouts
Available on a full licence: the deck library, screen-share presenting and printable authority leave-behinds.
What the trial does not include
We keep the trial deliberately narrow so the software, decks and client-facing material stay protected for licensed agents on an active licence.
- Presentation library
- The presentation decks and the authority handout library open with a full 30-day agent licence.
- Screen share & virtual meetings
- Guided screen-share and webinar presenting mode is part of a licence, not the trial.
- One trial per agent
- Access runs for seven days from the moment you create your login, and cannot be restarted on the same email.
- Licensed professionals only
- This platform is for licensed agents and advisors. Everything it produces is educational and is not tax or legal advice.
Prefer a walkthrough?
Request a live demo or extended access.
We will walk you through a real case, the client reports, the presentation library and the handouts — and answer how the 30-day licence works for your practice.