For Financial Advisors

IRMAAssist for Your Practice

Review client and prospect SSA-44 notices and prepare their appeals with ease. Maximum client savings, zero advisor sweat. Start with a 7-day free trial.

7-Day Free Trial, Then $18/Month

Unlimited Clients

$18 / month after trial

Unlimited IRMAA analyses and report generation
Clients and prospects can self-initiate the process if you choose
Track client documentation gathering so you don't miss deadlines
Saved application history so you can view past appeals
White-labeled client resources and hand-outs