18.1
Betterment combines cash management, guided investing, and retirement planning in a service that acts as a fiduciary.
Free planAndroidiOSWeb
Alternatives to myprosperity
myprosperity gives accounting and advice firms a shared portal for clients’ financial lives. Firms can create branded digital forms, use DocuSign signing, and collaborate through Rooms, which combines chat, document upload and signing. Clients get tools for a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. Live feeds can bring current information from banks, property, cars, planning and investment platforms. It…
28.0
Boldin is a financial planning platform for building a household plan around resources, values, goals and priorities.
Free planAndroidiOSWeb
38.0
ProjectionLab is a financial planning tool for modeling personal financial and retirement scenarios.
Free planAndroidiOSWeb
- 4
FE CashCalc
FE CashCalc is an online financial planning suite for advisers and paraplanners that creates lifetime cashflow plans.
Free planAndroidiOSWebAPI7.9From £80 a month - 5
MoneyGuide
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPImacOS7.7 - 6
LivePlan
LivePlan is a web-based service for writing and managing business plans and tracking financial performance.
AndroidiOSWebmacOS7.6From $15 a month - 7
MaxiFi
MaxiFi builds a lifetime financial plan and estimates sustainable annual spending from income, assets, taxes, Social Security, and other inputs.
AndroidiOSWebLinux7.6From $149 a year - 8
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 planAndroidiOSWeb7.4Free plan - 9
Dynamic Planner
Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers, covering client profiling, cash-flow modelling,…
AndroidiOSWebAPI7.3From £8 a year - 10
Elements
Elements is a financial planning platform for advisors to explain a client's financial picture and track changes over time.
Free planAndroidiOSWeb7.0From $149 a month - 11
RightCapital
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb7.0 - 12
Conquest
Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), which evaluates and ranks strategies, models life events,…
Free planWebAPI6.9Free plan - 13
AstuteWheel
AstuteWheel is web-based financial planning software for client engagement, advice delivery, practice management, and business improvement.
Free planWeb6.7From A$25 a month - 14
MyPlan
MyPlan is a web-based financial planning platform for individuals and advisors across the SADC region.
Free planWeb6.7Free plan - 15
EVPro
AndroidiOSWebmacOS6.6 - 16
MyOwnFP
MyOwnFP is web-based financial planning software for Canadian DIY investors and financial advisors.
Free planWeb6.6From $40 a year - 17
Scenarios
Scenarios is a web-based financial modelling tool for exploring retirement projections and the long-term effects of financial assumptions.
Free planWeb6.6From £72 a year - 18
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI6.6 - 19
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 20
Voyant
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.
Web6.4From $3 a month - 21
Timeline
Web6.2From £0.09 a year - 22
WealthTrace
Web6.2From $229 a year - 23
Kerdora
Web6.0From $3.50 a month - 24
Moneytree
Web5.9From $1,195 a year - 25
FinCalc
FinCalc is financial planning software for UK advisers, financial planning firms, and networks or consolidators.
WebAPI5.8 - 26
Finjaro
Web5.7From $50 a month - 27
NaviPlan
NaviPlan is web-based financial planning software from InvestCloud for financial professionals and firms.
Web5.6 - 28
Cushion
Web5.3From $10 a month - 29
Libretto
Libretto is a paid, web-based total-wealth financial planning platform for registered investment advisers, financial advisors, and family offices.
Web5.3 - 30
Orion Planning
AndroidiOSWeb5.3