Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to eMoney Advisor
eMoney Advisor makes financial planning software for financial advisors and planners at banks, broker-dealers and registered investment advisers. The company says its software is used by about 138,400 financial professionals across 2.4 million client sites. Read the eMoney Advisor profile.
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
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
Income LabIn the news
Retirement income and tax planning software for financial advisors
- RIAs
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
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Finology Software
Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports
- RIAs
Financial planningPer seat