Best Financial Planning Software in 2026 · page 2
- 26
FinCalc
FinCalc is financial planning software for UK advisers, financial planning firms, and networks or consolidators.
WebAPI5.8 - 27
Finjaro
Web5.7From $50 a month - 28
NaviPlan
NaviPlan is web-based financial planning software from InvestCloud for financial professionals and firms.
Web5.6 - 29
Cushion
Web5.3From $10 a month - 30
Libretto
Libretto is a paid, web-based total-wealth financial planning platform for registered investment advisers, financial advisors, and family offices.
Web5.3 - 31
Orion Planning
AndroidiOSWeb5.3 - 32
PlanTechHub
Web5.3From $90 a month - 335.2From $166 a month
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Planswell
Planswell is financial planning software available through Android, iOS, and the web.
AndroidiOSWeb5.2