Unlock the Complete Broker Suite
Everything you need to manage ERISA compliance and grow your book of business.
ERISA Guide
14-day free trial
$29/month
- AI document generation
- Compliance tracking
- Weekly regulatory scan
- Client management
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BrokerToolbox
14-day free trial
$99/month
- Everything in ERISA Guide
- Full BrokerToolbox CRM
- Advanced client management
- Priority support
No charge during trial. Cancel any time. No credit card required to start trial.
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ERISA Guide vs BrokerToolbox
| Feature | ERISA Guide | BrokerToolbox |
|---|---|---|
| ERISA Document Generation | ||
| Client Management | ||
| Broker CRM | — | |
| Automated Compliance Alerts | — | |
| Unlimited Document Storage | — | |
| Team Collaboration | — |
BrokerToolbox Exclusive Features
Broker CRM
Manage all your clients and prospects in one place.
Automated Compliance Alerts
Never miss a deadline with proactive notifications.
Document Vault
Unlimited secure document storage for all clients.
Team Collaboration
Invite your team and work together seamlessly.
Zero Data Loss
Take Your Clients With You
Before you upgrade, export your ERISA Guide client records and import them directly into BrokerToolbox's Broker CRM — zero data loss.