Financial planning software for advisors
Comprehensive planning, plus specialist tools for tax, estate, retirement income and held-away accounts.
Financial planning vendors
- Asset-MapVisual client discovery and financial mapping software for advisor meetings.
- Conquest PlanningCanadian-founded advice engine that ranks financial strategies for advisors and their clients.
- eMoney AdvisorFinancial planning platform with cash flow and goals-based tools, owned by Fidelity.
- FP AlphaAI planning tool that reads client tax returns, wills and trusts and flags planning issues.
- HolistiplanTax planning software that reads client tax returns and models tax scenarios.
- Income LabRetirement income planning software built around spending guardrails and tax-aware withdrawals.
- MoneyGuideGoals-based financial planning software from Envestnet, formerly MoneyGuidePro.
- PonteraPlatform that lets advisors manage clients' held-away 401(k) and similar accounts.
- RightCapitalFinancial planning software with tax features, a client portal and an AI planning agent.
- VanillaEstate planning platform for advisors, with gap checks, document building and attorney access.
- Wealth.comEstate and tax planning platform for advisors, with document drafting and plan analysis.