Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Conquest
Conquest makes financial planning software built around Strategic Advice Manager (SAM), a calculation engine and AI expert system that banks, broker-dealers, wealth firms and RIAs use to produce client plans. The company says SAM has powered more than 2.5 million plans for over 1,000 firms in Canada, the U.S. Read the Conquest profile.
Income LabIn the news
Retirement income and tax planning software for financial advisors
- RIAs
Financial planningPer seat
Luminary
AI estate planning software for wealth managers and advisors
- RIAs
- Family offices
- Banks and trust companies
Financial planningCustom quote
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
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
Grantd
AI equity compensation planning platform for advisors and for employers' stock plan participants
- RIAs
Financial planningCustom quote