Financial Planning Software

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

Financial planning and adviser management platform for independent financial advisors 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...

Offers a seamless interface for creating financial plans with sophisticated analysis tools, includin... 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...

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...

Goal-based investing platform with automated portfolio management, tax-loss harvesting, and asset al... more...

Content management and distribution, AI-powered content recommendations, presentation building tools... more...

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

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

Combines client engagement tools with portfolio reporting, providing real-time insights, compliance ... more...

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

Streamlined financial planning software with retirement planning, education planning, and insurance ... more...

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

AI-powered financial planning platform enabling advisors to create comprehensive financial plans inc... 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...

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...

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

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

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

Investment management and portfolio management services for institutional and high-net-worth clients... 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 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...

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

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

Delivers risk assessments, scenario analysis, and compliance management tools designed to enhance cl... more...

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

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

Secure wealth management platform providing mobile access for wealth managers, client-facing apps wi... more...

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

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

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain ... 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...

Provides comprehensive database and curated research on very high net worth (VHNW) and ultra-high ne... more...

Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze r... 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...

Wealthfront is an automated investment service firm offering a suite of financial planning and 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...