Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Income Lab
Income Lab makes financial planning software for advisors, built around retirement income. Advisors use it to set a client's monthly spending, decide how to draw from accounts, time Social Security and plan Roth conversions. Read the Income Lab profile.
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
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
eMoney AdvisorIn the news
Cash-flow and goals-based financial planning software for advisors
- 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
RenIn the news
Donor-advised fund and charitable giving platform for wealth firms
- RIAs
Financial planningCustom quote