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Private Wealth Daily

Alternatives to Daffy

Daffy runs a donor-advised fund sold to individuals and families, with a program called Daffy for Advisors that lets financial advisors, including RIAs, work on their clients' charitable accounts. The company says its tens of thousands of members have more than $2 billion in charitable assets on the platform and has paid out more than $500 million to charities. Read the Daffy 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 Daffy.
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