Alternatives to Libretto

18.0

Betterment

Betterment combines cash management, guided investing, and retirement planning in a service that acts as a fiduciary.

Free planAndroidiOSWeb

From $0.05 a month

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28.0

Boldin

Boldin is a financial planning platform for building a household plan around resources, values, goals and priorities.

Free planAndroidiOSWeb

From $12 a month

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ProjectionLab

ProjectionLab is a financial planning tool for modeling personal financial and retirement scenarios.

Free planAndroidiOSWeb

From $10.75 a month

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4. 4

   FE CashCalc

   FE CashCalc is an online financial planning suite for advisers and paraplanners that creates lifetime cashflow plans.

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   myprosperity

   myprosperity is a client portal for accounting and financial advice firms to work with clients on their finances.

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   MaxiFi

   MaxiFi builds a lifetime financial plan and estimates sustainable annual spending from income, assets, taxes, Social Security, and other inputs.

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   MoneyGuide

   MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.

   iOSWebAPImacOS
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8. 8PR

   Pocket Risk

   Pocket Risk is an online risk-tolerance questionnaire that financial advisors can use to assess how much investment risk a client is willing to take.

   Free planAndroidiOSWeb
   7.4Free plan
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   Dynamic Planner

   Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers, covering client profiling, cash-flow modelling,…

   AndroidiOSWebAPI
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    Elements

    Elements is a financial planning platform for advisors to explain a client's financial picture and track changes over time.

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    LivePlan

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    Conquest

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    Free planWebAPI
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13. 13OP

    Orion Portfolio Accounting

    Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms.

    AndroidiOSWebAPI
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    RightCapital

    RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.

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    EVPro

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    MyOwnFP

    MyOwnFP is web-based financial planning software for Canadian DIY investors and financial advisors.

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    Scenarios

    Scenarios is a web-based financial modelling tool for exploring retirement projections and the long-term effects of financial assumptions.

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    Xplan

    Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.

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    eMoney Advisor

    eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.

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    Voyant

    Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.

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    MyPlan

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    FinCalc

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    NaviPlan

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