Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to 401GO
401GO is a retirement plan provider for small and mid-sized employers that also runs an advisor program, letting wealth advisors who are not retirement specialists put 401(k) and similar plans in front of their business-owner clients while remaining advisor of record. The company handles recordkeeping, 3(16) plan administration, nondiscrimination testing, Form 5500 filing, payroll integration and a GO Invest 3(38) fund lineup, with Matrix Trust as custodian. Read the 401GO profile.
Income LabIn the news
Retirement income and tax planning software for financial advisors
- RIAs
Financial planningPer seat
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
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 planningPer seat
Voyant
Cash flow and advanced wealth planning software for advisors
- RIAs
- Broker-dealers
- Family offices
- Banks and trust companies
Financial planningPer seat
WealthTec
Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy
Financial planningPer seat
EstateView
Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors
- RIAs
Financial planningPer seat
Finology Software
Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports
- RIAs
Financial planningPer seat
RetirementView Pro
Desktop retirement projection software that lets advisors build a visual retirement picture with clients
- RIAs
- Insurance
Financial planningSubscription