Tax planning

EstateView

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

• RIAs

Financial planning1 integrationPer 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

april

Embedded tax filing, planning and data software for financial firms

• RIAs

Financial planningCustom quote

Daffy

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

• RIAs

Financial planningPer account

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

• RIAs

AI toolsPer seat

Income LabIn the news

Retirement income and tax planning software for financial advisors

• RIAs

Financial planning12 integrationsPer seat

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

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

RightCapitalIn the news

Financial planning software for independent financial advisors

• RIAs
• Broker-dealers

Financial planning25 integrationsPer seat

SEI LifeYield

Household-level tax management and retirement income APIs for wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management1 integrationCustom quote

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

WealthTec

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

Financial planningPer seat