Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to RetirementView Pro
RetirementView Pro is the professional edition of Torrid Technologies' RetirementView software, sold to financial advisors, planners, CPAs and insurance agents who want a quick, visual way to show prospects whether their retirement savings will last. It is positioned as a meeting and closing aid rather than a long-form planning report. Read the RetirementView Pro profile.
RightCapitalIn the news
Financial planning software for independent financial advisors
- RIAs
- Broker-dealers
Financial planningPer seat
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
Ortec Finance
Goal-based financial and wealth planning software for banks and wealth managers
- Banks and trust companies
- Asset managers
Voyant
Cash flow and advanced wealth planning software for advisors
- RIAs
- Broker-dealers
- Family offices
- Banks and trust companies
Financial planningPer seat
WealthTec
Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy
Financial planningPer seat
EstateView
Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors
- RIAs
Financial planningPer seat
Finology Software
Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports
- RIAs
Financial planningPer seat
Advisys
Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers
- RIAs
- Broker-dealers
- Insurance
- Banks and trust companies
Financial planningPer seat