Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Pontera
Pontera makes software that lets financial advisors view and manage clients' held-away workplace retirement accounts, such as 401(k), 403(b), 457 and TSP plans. Its partners include wealth management firms, plan recordkeepers, retirement plan advisors and portfolio software providers. Read the Pontera profile.
Income LabIn the news
Retirement income and tax planning software for financial advisors
- RIAs
Financial planningPer seat
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