18.1
Betterment combines cash management, guided investing, and retirement planning in a service that acts as a fiduciary.
Free planAndroidiOSWeb
Best Financial Planning Software in 2026
Financial planning tools help you bring projections and planning needs into one place. Compare cash-flow modeling and scenario analysis with goal, investment, insurance, and tax planning to see which areas each option covers. A client portal may matter when you plan with an adviser or share information with clients; free-plan availability and the published starting price are useful points to weigh as well.…
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
myprosperity
myprosperity is a client portal for accounting and financial advice firms to work with clients on their finances.
Free planAndroidiOSWebAPI7.9Free plan - 6
MoneyGuide
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPImacOS7.7 - 7
LivePlan
LivePlan is a web-based service for writing and managing business plans and tracking financial performance.
AndroidiOSWebmacOS7.6From $15 a month - 8
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 - 9
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 - 10
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 - 11
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 - 12
RightCapital
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb7.0 - 13
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 - 14
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 - 15
MyPlan
MyPlan is a web-based financial planning platform for individuals and advisors across the SADC region.
Free planWeb6.7Free plan - 16
EVPro
AndroidiOSWebmacOS6.6 - 17
MyOwnFP
MyOwnFP is web-based financial planning software for Canadian DIY investors and financial advisors.
Free planWeb6.6From $40 a year - 18
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 - 19
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI6.6 - 20
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 21
Voyant
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.
Web6.4From $3 a month - 22
Timeline
Web6.2From £0.09 a year - 23
WealthTrace
Web6.2From $229 a year - 24
Kerdora
Web6.0From $3.50 a month - 25
Moneytree
Web5.9From $1,195 a year