Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Ren
Ren provides the technology and administration behind donor-advised fund (DAF) programs run by wealth management firms and other financial institutions, and also serves independent advisors, donors, community and faith-based foundations, and charities. The company says its software supports about half of US donor-advised fund assets and more than 150 DAF programs. Read the Ren profile.
Income LabIn the news
Retirement income and tax planning software for financial advisors
- RIAs
Financial planningPer seat
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
RetirementView Pro
Desktop retirement projection software that lets advisors build a visual retirement picture with clients
- RIAs
- Insurance
Financial planningSubscription
401GOIn the news
Bundled 401(k) recordkeeping, administration and 3(38) lineup that advisors offer to small-business clients
- RIAs
- Broker-dealers
- Retirement plans
Financial planningTiered