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Private Wealth Daily

Comprehensive planning

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

6 vendors · Updated October 26, 2026

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Showing 6 of 6Most complete profiles first, then A to Z

Conquest

Financial planning engine with AI strategy ranking for wealth firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Financial planning1 integrationCustom quote

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

  • RIAs

AI toolsPer seat

Ortec Finance

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

  • Banks and trust companies
  • Asset managers

Financial planning1 integration

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

Comprehensive 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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