Comprehensive planning

Envestnet MoneyGuideIn the news

Goals-based financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning19 integrationsPer seat

Wavvest

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

• RIAs

Financial planning1 integration

Conquest

Financial planning engine with AI strategy ranking for wealth firms

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planning1 integrationCustom quote

DeepVestIn the news

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

• RIAs

AI toolsPer 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

Fincite

Modular wealth management software (fincite cios) for banks, asset managers, advisors and family offices in Europe

• Banks and trust companies
• Asset managers
• Family offices

Client experience

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

• RIAs

AI toolsPer seat

Ortec Finance

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

• Banks and trust companies
• Asset managers

Financial planning1 integration

RightCapitalIn the news

Financial planning software for independent financial advisors

• RIAs
• Broker-dealers

Financial planning25 integrationsPer seat

WealthTec

Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy

Financial planningPer seat