We make your advice feel simple
Why use Inertia
Simplify complex retirement plans
Inertia turns client data into clean dashboards and reports without the usual Excel chaos
We built it from the client backwards, so advisors spend less time explaining numbers and more time talking about the plan
What we do
It is more than just a calculator. It’s a conversation tool. Whether you’re a seasoned planner or starting out, our platform helps you focus on advice
You stay in control, the tool simply makes your recommendations more relatable and visual
Help your clients reach their goals
Show your clients exactly what they need to do to get back on track
You can instantly show them
How much more they need to contribute each month
What lump sum they’d need to invest now
How it works
Input
Add client info, assets, income, retirement needs or goals.
Plan
See projected growth, shortfalls, and what’s needed to close the gap.
Deliver
Generate an elegant, client-ready PDF they can understand and act on.
Pick a plan that works for you
Save up to 17% by paying yearly - 2 months free!
Starter
R
299
/ month
per advisor
Up to 30 clients
7 day free trial
Access to all features
48-hour support response time
No phone support
...
...
Professional
R
699
/ month
per advisor
Up to 300 clients
Branded PDF reports
7 day free trial
Access to all features
24-hour support response time
Phone support
Elite
R
999
/ month
per advisor
Unlimited clients
Custom PDF reports
Branded PDF reports
7 day free trial
Access to all features
12-hour support response time
Priority phone support
Start 3 day free trial now!
No credit card required. Get full access to all features during your trial.