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Private Wealth Daily

Alternatives to april

april makes tax software that other financial companies build into their own products. Its wealth management offering is aimed at advisory firms and the advisors who work with clients on taxes, and the company also sells to banks, fintech apps, and small-business and gig-work platforms. Read the april profile.

10 vendors in the same categories, closest match first.

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

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

Tick up to three vendors to compare with april.
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