Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Alternatives to Trayecto
Trayecto is financial planning software for advisors whose clients have equity compensation, job changes, liquidity events or self-employment income, a common profile among technology-company employees. Advisors build multi-year plans that track RSUs, ISOs and NSOs with lot-level sales, then run dynamic federal and state tax projections that flag under-withholding, track estimated payments, and account for AMT on ISOs, capital loss carryovers, safe harbor rules, itemized deductions and charitable giving. Read the Trayecto 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
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
RetirementView Pro
Desktop retirement projection software that lets advisors build a visual retirement picture with clients
- RIAs
- Insurance
Financial planningSubscription
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