Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Moneytree Software
Moneytree Software makes financial planning software for independent advisors and multi-advisor firms, including representatives at broker-dealers. The company has built planning software since 1981. Read the Moneytree Software profile.
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
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
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