Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Asset-Map
Asset-Map makes visual financial planning software that financial advisors use in client meetings to show a household's balance sheet, income, goals and family relationships on one page. It sells to individual advisors, teams and larger firms, and the company says the reports cover more than 2.14 million clients. Read the Asset-Map profile.
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
eMoney AdvisorIn the news
Cash-flow and goals-based financial planning software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
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
Conquest
Financial planning engine with AI strategy ranking for wealth firms
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
Daffy
Flat-fee donor-advised fund with access for clients' financial advisors
- RIAs
Financial planningPer account
Luminary
AI estate planning software for wealth managers and advisors
- RIAs
- Family offices
- Banks and trust companies
Financial planningCustom quote
Ortec Finance
Goal-based financial and wealth planning software for banks and wealth managers
- Banks and trust companies
- Asset managers