Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Ren
Ren provides the technology and administration behind donor-advised fund (DAF) programs run by wealth management firms and other financial institutions, and also serves independent advisors, donors, community and faith-based foundations, and charities. The company says its software supports about half of US donor-advised fund assets and more than 150 DAF programs. Read the Ren 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
EncorEstate Plans
Estate document creation and trust funding service for financial advisors
- RIAs
Financial planningPer transaction
Luminary
AI estate planning software for wealth managers and advisors
- RIAs
- Family offices
- Banks and trust companies
Financial planningCustom quote