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Pricing · 2026

RetirementView pricing

3 plans on the record · a free trial

Every plan

Personal Edition

$197 one-time

For individuals, employees and retirement plan participants · license includes updates and enhancements for one year

Couples Edition

$297 one-time

For couples · enter data separately and view combined retirement income analysis · license includes updates and enhancements for one year

Professional Edition

$899 a year

annually

One advisor · unlimited client plans · office packs available · advisor branding · custom compliance disclaimers