Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
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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.
Goals-based financial planning software for advisors
Financial planningPer seat
Retirement income and tax planning software for financial advisors
Financial planningPer seat
Goals-based and cash-flow financial planning software for advisors
Financial planningPer seat
Financial planning software for independent financial advisors
Financial planningPer seat
Cash flow and advanced wealth planning software for advisors
Financial planningPer seat
Financial planning engine with AI strategy ranking for wealth firms
Financial planningCustom quote
Cash-flow and goals-based financial planning software for advisors
Financial planningCustom quote
AI estate planning software for wealth managers and advisors
Financial planningCustom quote
Goal-based financial and wealth planning software for banks and wealth managers
Donor-advised fund and charitable giving platform for wealth firms
Financial planningCustom quote
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