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Private Wealth Daily

Financial planning

Financial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.

26 vendors · Updated October 26, 2026

News on Financial planning in your edition and on My Desk.
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Showing 26 of 26Most complete profiles first, then A to Z

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

additiv

Digital wealth management orchestration platform for banks and insurers

  • Banks and trust companies

Client experienceCustom quote

april

Embedded tax filing, planning and data software for financial firms

  • RIAs

Financial planningCustom quote

BizEquity

Business valuation and owner planning software for financial advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Financial planning1 integrationCustom quote

Conquest

Financial planning engine with AI strategy ranking for wealth firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Financial planning1 integrationCustom quote

Daffy

Flat-fee donor-advised fund with access for clients' financial advisors

  • RIAs

Financial planningPer account

Everplans

Digital vault for client legacy planning, sold to advisory firms

  • RIAs

Client experienceCustom quote

FreeWill

Online estate planning tools, with Estately software for financial advisors

  • RIAs

Financial planning4 integrationsCustom quote

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

  • RIAs

AI toolsPer seat

Luminary

AI estate planning software for wealth managers and advisors

  • RIAs
  • Family offices
  • Banks and trust companies

Financial planning6 integrationsCustom quote

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

  • RIAs
  • Broker-dealers

Financial planning9 integrationsPer seat

Ortec Finance

Goal-based financial and wealth planning software for banks and wealth managers

  • Banks and trust companies
  • Asset managers

Financial planning1 integration

Realized

1031 exchange and DST investment platform for advisors and investors

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Alternatives platforms

SEI LifeYield

Household-level tax management and retirement income APIs for wealth firms

  • RIAs
  • Broker-dealers
  • Asset managers

Portfolio management1 integrationCustom quote

Voyant

Cash flow and advanced wealth planning software for advisors

  • RIAs
  • Broker-dealers
  • Family offices
  • Banks and trust companies

Financial planning2 integrationsPer seat

Tick two to four vendors, then compare them side by side.

Financial planning: questions to ask before you buy

  1. How do plans update when account data changes?
  2. Can clients use the plan themselves, and what do they see?
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