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Financial advisors rely on a suite of software to manage and analyze client relationships, portfolios, trades, and investment data. Financial planning software enables advisors to present...
Financial planning software makes it possible for anyone—from individuals to advisors at large firms—to make tailored recommendations to their clients. The right software can overcome common...
Explore our top picks for the best financial planning software, whether you're a budgeting beginner or a professional advisor. Find out which one is right for you.
A financial advisor's guide to choosing the best financial planning software, including software reviews and pricing information.
Gartner defines financial planning software as the key tool that enables better decision making and resource allocation by supporting planning, budgeting and forecasting processes. It connects relevant operational and driver data to profit and loss, balance sheet and cash-flow financial statements.
We break down the top financial planning software programs on the market, including a few used by financial advisors.
To help you choose the right financial planning software, follow these steps: Determine whether you need goals-based or cash-flow-based software. Understand your clients' needs. Consider how...
Industry-leading financial planning software dedicated to helping people talk about money. Robust solutions for advisors, planners, RIAs, and others.
Client-led planning tool that breaks down complex financial topics. Use to prospect and engage the next generation of investors. Illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities.
The top five financial planning software programs used by professional financial advisers based on market share include MoneyGuidePro, eMoney Pro, RightCapital, Orion Financial Planning, and eMoney Plus.