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Private Wealth Daily

Alternatives to BizEquity

BizEquity makes online business valuation software that financial advisors use with clients who own private companies. It sells to independent advisors and to enterprise firms such as broker-dealers, RIAs, banks and insurers, and the company says more than 1,300 firms and 4,000 advisors use it. Read the BizEquity 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 BizEquity.
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