Financial planning

EstateView

Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors

• RIAs

Financial planning1 integrationPer seat

Asset-MapIn the news

Visual household financial mapping software for advisors

• RIAs
• Broker-dealers

Financial planning13 integrationsPer seat

Envestnet MoneyGuideIn the news

Goals-based financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning19 integrationsPer seat

Finology Software

Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports

• RIAs

Financial planning2 integrationsPer seat

Grantd

AI equity compensation planning platform for advisors and for employers' stock plan participants

• RIAs

Financial planningCustom quote

intelliflo

Practice management and advice software for UK and Australian financial advisers

• RIAs

CRMCustom quote

RetirementView Pro

Desktop retirement projection software that lets advisors build a visual retirement picture with clients

• RIAs
• Insurance

Financial planning1 integrationSubscription

Savvy Social Security Planning

Horsesmouth membership program combining Social Security claiming software, client education and marketing for advisors

• RIAs
• Broker-dealers

Financial planningCustom quote

Wavvest

AI-based operating platform for independent advisors, starting from financial planning and adding CRM and accounting

• RIAs

Financial planning1 integration

401GOIn the news

Bundled 401(k) recordkeeping, administration and 3(38) lineup that advisors offer to small-business clients

• RIAs
• Broker-dealers
• Retirement plans

Financial planning1 integrationTiered

additiv

Digital wealth management orchestration platform for banks and insurers

• Banks and trust companies

Client experienceCustom quote

Advisys

Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers

• RIAs
• Broker-dealers
• Insurance
• Banks and trust companies

Financial planningPer seat

april

Embedded tax filing, planning and data software for financial firms

• RIAs

Financial planningCustom quote

BizEquity

Business valuation and owner planning software for financial advisors

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planning1 integrationCustom quote

Conquest

Financial planning engine with AI strategy ranking for wealth firms

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planning1 integrationCustom quote

Daffy

Flat-fee donor-advised fund with access for clients' financial advisors

• RIAs

Financial planningPer account

DeepVestIn the news

AI workspace for RIAs covering prospect proposals, portfolio analysis, planning, market data and monitoring

• RIAs

AI toolsPer seat

Due Diligence Works

Rollover and Reg BI documentation software plus product due diligence research for advisors, BDs and banks

• RIAs
• Broker-dealers
• Banks and trust companies

Compliance & risk4 integrationsPer seat

eMoney AdvisorIn the news

Cash-flow and goals-based financial planning software for advisors

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planningCustom quote

EncorEstate Plans

Estate document creation and trust funding service for financial advisors

• RIAs

Financial planningPer transaction

Everplans

Digital vault for client legacy planning, sold to advisory firms

• RIAs

Client experienceCustom quote

Family Law Software

Divorce financial analysis and support calculation software

• RIAs

Financial planningPer seat

FreeWill

Online estate planning tools, with Estately software for financial advisors

• RIAs

Financial planning4 integrationsCustom quote

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

• RIAs

AI toolsPer seat

HealthView ServicesIn the news

Retirement healthcare, long-term care and Social Security projection tools and data for advisors and institutions

Financial planningCustom quote

Income LabIn the news

Retirement income and tax planning software for financial advisors

• RIAs

Financial planning12 integrationsPer seat

IronClad Family

Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households

• RIAs
• Family offices

Client experience2 integrationsTiered

JourneyGuide

Retirement income planning software that models annuities alongside portfolios, for advisors and insurance distributors

• RIAs
• Broker-dealers
• Insurance

Financial planningSubscription

Leveridge

Rental real estate planning software that turns client tax returns into per-property analysis for advisors.

• RIAs

Financial planning3 integrationsSubscription

Luminary

AI estate planning software for wealth managers and advisors

• RIAs
• Family offices
• Banks and trust companies

Financial planning6 integrationsCustom quote

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning9 integrationsPer seat

MySSAgent

Social Security claiming optimization for advisors, Medicare brokers and annuity producers, with optional expert review

• RIAs
• Insurance

Financial planningTiered

Ortec Finance

Goal-based financial and wealth planning software for banks and wealth managers

• Banks and trust companies
• Asset managers

Financial planning1 integration

Plan Confidence

Software that lets advisory firms deliver ongoing advice on clients' held-away 401(k) and 403(b) accounts

• RIAs
• Retirement plans

Financial planning1 integrationSubscription

Planswell

Exclusive retirement-planning household leads for advisors and insurance agents, with planning software and coaching

• Insurance

Marketing & growthCustom quote

PonteraIn the news

Held-away 401(k) account management platform for financial advisors

• RIAs
• Broker-dealers

Financial planning20 integrations

ProTracker

Web-hosted CRM and RMD calculation and tracking software for advisors, accountants and TPAs

• RIAs

CRMPer seat

Realized

1031 exchange and DST investment platform for advisors and investors

• RIAs
• Broker-dealers
• Banks and trust companies

Alternatives platforms

RenIn the news

Donor-advised fund and charitable giving platform for wealth firms

• RIAs

Financial planningCustom quote

Retirement Analyzer

Retirement and income planning software with client portal, CRM and training for insurance agents and advisors

• Insurance
• Broker-dealers
• RIAs

Financial planningSubscription