Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planning19 integrationsPer seat
Cash-flow and goals planning
Financial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.
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Showing 15 of 15Most complete profiles first, then A to Z
Finology Software
Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports
- RIAs
Financial planning2 integrationsPer seat
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
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
Conquest
Financial planning engine with AI strategy ranking for wealth firms
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planning1 integrationCustom quote
eMoney AdvisorIn the news
Cash-flow and goals-based financial planning software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
Family Law Software
Divorce financial analysis and support calculation software
- RIAs
Financial planningPer seat
Leveridge
Rental real estate planning software that turns client tax returns into per-property analysis for advisors.
- RIAs
Financial planning3 integrationsSubscription
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planning9 integrationsPer seat
Ortec Finance
Goal-based financial and wealth planning software for banks and wealth managers
- Banks and trust companies
- Asset managers
Financial planning1 integration
Retirement Analyzer
Retirement and income planning software with client portal, CRM and training for insurance agents and advisors
- Insurance
- Broker-dealers
- RIAs
Financial planningSubscription
Trayecto
Equity compensation and multi-year tax planning software for financial advisors serving tech workers
- RIAs
Financial planningSubscription
Voyant
Cash flow and advanced wealth planning software for advisors
- RIAs
- Broker-dealers
- Family offices
- Banks and trust companies
Financial planning2 integrationsPer seat
Cash-flow and goals planning in the news
- Envestnet MoneyGuide
Ezra Group's AI connector directory grows from 69 to 244 in ten weeks
- eMoney Advisor
Michael Kitces: AI's main effect will be deeper client engagements
- Envestnet MoneyGuide
Envestnet's real release is the record under the dashboard
- Envestnet MoneyGuide
MoneyGuide makes the plan page an annuity shelf
- Envestnet MoneyGuide
MoneyGuide can now model the annuity inside the plan
- Envestnet MoneyGuide
MoneyGuide's annuity account types make the projection the new shelf