SIPS Essentials
Starting at $149/month
Ideal for smaller advisors or those venturing into planning services.
Get Started NowBest Value
SIPS Advanced
Starting at $285/month
Perfect for most advisors, offering comprehensive planning capabilities.
Get Started NowSIPS Enterprise
Contact Us for Pricing
Tailored for our largest clients, featuring advanced system integration, workflow customization, and white-labeled reporting options.
Schedule Meeting
Begin our secure checkout process with PlanScout. PlanScout acquired SIPS in 2023.
SIPS Essentials
Starting at $1,499/year
Ideal for smaller advisors or those venturing into planning services.
Get Started NowBest Value
SIPS Advanced
Starting at $2,999/year
Perfect for most advisors, offering comprehensive planning capabilities.
Get Started NowSIPS Enterprise
Contact Us for Pricing
Tailored for our largest clients, featuring advanced system integration, workflow customization, and white-labeled reporting options.
Schedule Meeting| SIPS Essentials | SIPS Advanced | SIPS Enterprise | |
|---|---|---|---|
| Advisor Logins | 1 | 3 | Custom |
| Support | Email & Phone | Email & Phone | Dedicated RM |
| SIPS Income Plan: asset, cashflow, income, & tax modeling | ✅ | ✅ | ✅ |
| Scenario Modeling with Account & Income Grouping | ✅ | ✅ | ✅ |
| Report Generator | ✅ | ✅ | |
| Cashflow and Tax Advisor | Manual | Automated | Automated |
| Income Riders | Manual | Automated | Automated |
| Automatic Tax Rate Calculations | ✅ | ✅ | |
| Cost Basis, Capital Gains, Dividends, and Turnover Modeling | ✅ | ✅ | |
| Actual Value Modeling | ✅ | ✅ | |
| Dynamic Mode | ✅ | ✅ | |
| Custom Reports with Advisor Branding and Logos | ✅ | ||
| APIs to CRM and Workflow Tools | ✅ |
Discover SIPS Advanced
new & improved features
And test drive them with a 30 Day Free Trial
