Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Savvy Social Security Planning
Savvy Social Security Planning is a year-long membership program from Horsesmouth for financial advisors who want to offer Social Security guidance. It bundles claiming software with training, client seminar material and marketing content. Read the Savvy Social Security Planning profile.
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
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
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
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
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat