Schedule a Demo With Our Team

Rootie offers more than just a demo. We work to understand your specific needs and goals. So, say goodbye to spreadsheets, multiple systems, and guesswork. Say hello to Rootie!

Here’s how easy it is to get started:

1. Book a Time

Pick a slot that works for you—no pressure, no prep needed.

2. Tell us What You’re Juggling

We’ll ask a few quick questions so your demo is tailored to your needs.

3. See Rootie in Action

Your advisor will walk you through the platform, answer questions, and show exactly how it fits your workflow—from sign-ups to delivery.