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Private Wealth Daily

Cash-flow and goals planning

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

9 vendors · Updated October 26, 2026

News on Cash-flow and goals planning in your edition and on My Desk.
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Serves

Showing 9 of 9Most complete profiles first, then A to Z

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

Conquest

Financial planning engine with AI strategy ranking for wealth firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Financial planning1 integrationCustom 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

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.

Cash-flow and goals 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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