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Alternatives to Daffy

Daffy runs a donor-advised fund sold to individuals and families, with a program called Daffy for Advisors that lets financial advisors, including RIAs, work on their clients' charitable accounts. The company says its tens of thousands of members have more than $2 billion in charitable assets on the platform and has paid out more than $500 million to charities. Read the Daffy profile.

10 vendors in the same categories, closest match first.

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

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

Financial planning

Tick up to three vendors to compare with Daffy.
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