Financial Planning Software

Financial advisory software designed to enhance wealth management client experience through advanced... more...

Digital financial planning and wealth management platform providing personalized financial guidance,... more...

Client relationship management and financial planning platform for independent financial advisors, e... more...

Comprehensive financial planning and workflow automation platform that streamlines advisor operation... more...

Integrated financial planning tools for advisors, offered individually or as bundled solutions. more...

Digital wealth management platform integrating CRM, portfolio management, rebalancing, client portal... more...

A sophisticated rebalancing and trading platform with advanced asset allocation capabilities, model ... more...

Comprehensive financial planning software providing interactive tools for retirement planning, insur... more...

Financial planning software that enables advisors to create comprehensive financial plans with proje... more...

Goal-based planning, retirement analysis, income and expense projections, Monte Carlo simulations, i... more...

All-in-one wealth management platform with portfolio management, performance reporting, client porta... more...

Integrated wealth management platform providing custodial services, account opening, trading, portfo... more...

Cloud-based wealth management and financial advisory platform designed for independent financial adv... more...

Financial planning software designed to assist advisors with comprehensive client financial planning... more...

A visual financial planning platform that organizes client financial information including assets an... more...

Turnkey asset management platform providing portfolio management, investment solutions, rebalancing ... more...

Comprehensive financial planning solution with risk profiling, goal-based planning, retirement plann... more...

Investment research and analysis platform for financial advisors offering cash flow analysis, financ... more...

Integrated wealth management and financial planning platform combining tax-advantaged planning with ... more...

Digital wealth management platform for financial advisors featuring goal-based investing, automated ... more...

Comprehensive wealth management platform for financial advisors and asset managers, providing portfo... more...

Comprehensive wealth management platform providing portfolio management, performance reporting, acco... more...

Integrated wealth management platform providing portfolio management, performance reporting, rebalan... more...

Comprehensive retirement and financial planning software offering decision-making strategies, Monte ... more...

Cloud-based financial planning software for financial advisors. Enables advisors to create comprehen... more...

Comprehensive wealth management software providing financial planning, portfolio management, and cli... more...

Independent investment research service providing fundamental equity research reports, ETF analysis,... more...

Fully integrated financial planning software featuring cash flow and goals-based planning, Monte Car... more...

Client portal with portfolio management, reporting, document sharing, and communication tools. Inclu... more...

AI-powered financial planning platform powered by Strategic Advice Manager (SAM) that enables adviso... more...

Platform connecting financial advisors and their clients to leading alternative investment managers ... more...

Software for financial advisors to collaborate with couples on retirement planning scenarios, estate... more...

Comprehensive wealth management platform that unifies portfolio management, client relationship mana... more...

Comprehensive financial planning and wealth management platform enabling advisors to deliver client-... more...

A customizable client portal that integrates financial planning tools, performance reporting, and cl... more...

Platform enabling financial advisors to screen for suitable clients, increase plan participation, pr... more...

Standalone financial planning services for clients without a managed portfolio. Includes goal-based ... more...

SEC-registered investment advisory services providing personalized portfolio management and comprehe... more...

A free personal financial management platform providing budgeting, net worth tracking, investment fe... more...

Data-driven document generation for financial advisors that creates personalized financial wellness ... more...

Visual financial planning platform with scenario planning, client engagement tools, real-time update... more...

AI-powered financial planning platform that analyzes client financial documents and data, automatica... more...

Digital wealth management platform offering comprehensive financial planning, investment management,... more...

An intelligent wealth management platform natively built for financial advisors to drive wealth crea... more...

Comprehensive financial planning, retirement income planning, goals-based planning, scenario analysi... more...

FinFolio is a portfolio management software built for investment advisors, wealth managers, and fami... more...

Cash flow analysis, goal-based planning, retirement income planning, investment planning, portfolio ... more...

Customizable and interactive financial plans, investment tracking, tax planning features, and compre... more...

Financial planning and budgeting software for agencies, SMEs, startups, and SaaS companies. more...

Financial planning and forecasting software for startups and SMBs. Features include 3-statement fina... more...

AI-native advice practice management platform combining digital client engagement, advice delivery a... more...

Fund comparison tools, portfolio modeling, data visualization, and fund screening for financial advi... more...

Technology-enabled wealth management platform providing financial advisors with integrated tools for... more...

Cloud-based personal financial planning and wealth management platform designed for financial adviso... more...

Goals-based financial planning software with investment analytics, portfolio construction, risk asse... more...

Robo-advisory platform providing automated portfolio management, investment recommendations, and dig... more...

AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning op... more...

Insurance policy tracking, in-force policy optimization analysis, policy performance monitoring, and... more...

Client management, portfolio management, order management, regulatory compliance, client reporting, ... more...

Goal-based financial planning software with cashflow modeling, retirement planning, and investment a... more...

Portfolio management capabilities for wealth advisors including asset allocation, rebalancing, perfo... more...

Comprehensive wealth management software platform enabling financial advisors to manage client portf... more...

End-to-end wealth management platform with CRM functionality, financial planning tools, portfolio ma... more...

White-label SaaS platform for financial advisors and wealth managers to deliver branded digital weal... more...

Discover Kaplan's AI wealth management tool that helps give financial advisors clear answers they fa... more...

Kwanti Portfolio Lab offers risk analysis tools including historical scenario testing, stress testin... more...

Comprehensive wealth management platform providing financial advisors with integrated solutions for ... more...

Comprehensive wealth management and financial advisory servi... more...

Spending tracking and budgeting tool that provides real-time financial insights, tracks expenses, pr... more...

Financial planning software that helps advisors use comprehensive financial planning to motivate cli... more...

Interactive financial planning platform with dynamic goal-setting and tracking, user-friendly interf... more...

Comprehensive financial planning software including interactive calculators for retirement, educatio... more...

A comprehensive investment planning platform offering portfolio analysis, asset allocation, fund scr... more...

Goal-based financial planning solution that connects investment planning to goal outcomes, helping a... more...

Portfolio management platform with research, reporting, client management, and billing capabilities.... more...

Comprehensive financial planning platform covering retirement, investment, insurance and protection ... more...

Client portal focused on financial planning with interactive dashboards, scenario analysis, document... more...

Advanced financial planning platform with comprehensive planning capabilities including education fu... more...

A wealth management platform that provides advisors with tools for portfolio management, trading, re... more...

Enterprise-grade CRM with intelligent customer profiles, relationship hierarchy management, opportun... more...

Comprehensive wealth management software platform for investment advisors featuring integrated finan... more...

Financial planning software for advisors to nurture long-term client relationships and embrace tech-... more...

Integrated platform providing portfolio management, trading, billing, client portal, reporting, and ... more...

Scalable, goals-based financial planning solution supporting cash flow planning, risk assessment, sc... more...

Cash flow-based and goal-based financial planning software with retirement gap analysis, tax plannin... more...

Behavioral finance platform that profiles investor risk tolerance, financial well-being, and financi... more...

A web-based SaaS platform for investment advisors, consultants, and third-party administrators (TPAs... more...

Comprehensive financial planning software featuring goal- and cash-flow-based planning, retirement a... more...

Portfolio management platform for financial advisors offering performance reporting, portfolio analy... more...

Financial planning platform for business owners integrating business valuation, wealth and retiremen... more...

A comprehensive financial planning platform designed for wealth advisors that provides retirement pl... more...

Automated risk assessments, portfolio analysis, and client engagement features that enable financial... more...

Portfolio analysis and asset allocation tool offering efficient frontier optimization, Monte Carlo s... more...

Digital wealth management platform providing automated portfolio management, financial planning, and... more...

Digital financial planning and wellness software for financial advisors to reach new markets and pro... more...

Digital financial wellness platform enabling employers to provide employees with comprehensive finan... more...

Digital wealth advisory and personal financial management platform providing investment recommendati... more...

Integrated financial planning software for advisors featuring CRM functionality, practice management... more...

Schneider Electric provides data center physical infrastructure solutions with specific offerings fo... more...

Goal-based automated investment platform that builds, monitors, and rebalances diversified ETF portf... more...

Facilitates secure mobile document sharing, client communications, and personalized content delivery... more...

Comprehensive financial software platform for advisors including retirement planning CRM, annuity ra... more...

Cloud-based portfolio tracking and investment management platform that helps individual investors mo... more...

Comprehensive financial planning software designed for independent financial advisors, featuring pla... more...

Comprehensive financial planning software enabling advisors to produce integrated reports covering r... more...

Digital financial advisory platform providing personalized financial planning, investment guidance, ... more...

Personalized financial planning and advisory tools integrated with investment account management more...

Integrated wealth management and financial advisory platform providing portfolio management, client ... more...

Risk assessment, scenario analysis, and compliance management platform for financial advisors and we... more...

Comprehensive financial planning software with detailed cash flow analysis, tax planning, retirement... more...

Secure client portal for document sharing, account viewing, performance reporting, and client commun... more...

Tax-efficient asset location optimization, tax-smart withdrawal sequencing, tax-loss harvesting oppo... more...

Comprehensive wealth management and financial advisory services for individuals and families more...

Risk assessment and portfolio optimization software that enables customized adjustments to client in... more...

Digital wealth management and financial planning platform providing automated investment management,... more...

Integrated household-level portfolio management platform aggregating accounts and providing tax-effi... more...

Integrated wealth management platform offering portfolio management, client relationship management,... more...

VRGL is a wealth management software platform that helps financial advisors transform complex financ... more...

Comprehensive investment management platform offering asset allocation optimization, economic resear... more...

Personalized financial advisory and portfolio management services combining human advisors with tech... more...

A comprehensive wealth management platform that supports model management, portfolio construction, t... more...

A wealth management platform that enables financial advisors to build, manage, and explain personali... more...

Client-friendly, scenario-based modeling, cash flow projections, real-time plan updates, collaborati... more...

Comprehensive financial planning and wealth management services for high-net-worth individuals, incl... more...

An AI-powered platform that unifies estate and tax planning, enabling financial advisors to generate... more...

Includes financial planning tools, portfolio management features, and client relationship management... more...

Comprehensive financial planning software offering Monte Carlo analysis, retirement modeling, estate... more...

Comprehensive financial planning software providing users with detailed financial planning tools, re... more...

Cash flow modeling, goals-based planning, Monte Carlo simulations, Comfort Zone® analysis, what-if s... more...

A comprehensive wealth management solution with advisor dashboards offering portfolio management, tr... more...

Digital wealth management platform offering robo-advisory, portfolio management, and automated inves... more...

Comprehensive market data, visualization tools, stock screener, fund screener, model portfolios, and... more...

Financial planning software platform that helps advisors build customized financial roadmaps for cli... more...

Asset allocation and portfolio analytics platform for wealth... more...

A comprehensive financial planning platform for RIAs and financial professionals. The software inclu... more...

A comprehensive financial planning platform acquired by Fidelity that offers client-facing dashboard... more...