Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
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Alternatives to Finology Software
Finology Software is a student loan planning application for financial advisors, including independent RIAs and specialists who work with physicians, pharmacists, dentists, veterinarians and public-service employees carrying federal student debt. Advisors import a client's federal loan data file, which the system parses into individual loans, servicers, plans and qualifying payment counts. Read the Finology Software profile.
Income LabIn the news
Retirement income and tax planning software for financial advisors
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Moneytree Software
Goals-based and cash-flow financial planning software for advisors
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RightCapitalIn the news
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Voyant
Cash flow and advanced wealth planning software for advisors
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WealthTec
Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy
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EstateView
Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors
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RetirementView Pro
Desktop retirement projection software that lets advisors build a visual retirement picture with clients
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Advisys
Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers
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Conquest
Financial planning engine with AI strategy ranking for wealth firms
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