Best Financial Planning Software

Are you planning on computerizing the finance of your company? A financial management tool can create uniformity across every department in the enterprise by implementing orderly procedures regarding the management of financial transactions and related activities. Moreover, companies can centralize the entire financial information, making it readily accessible to end-users across every business unit as well as branch offices. However, the task of finding the right financial planning software for advisers is a challenge due to the vast availability in the market. GoodFirms has, thus, cataloged the best financial management software based on their overall service and performance to ease your work.

Rankings updated: Jul 8, 2025
102 Software

List of Financial Planning Software for Adviser | Best Financial Management Software

  • OnTrajectory

    5.0 2 Reviews Verified

    OnTrajectory's advanced personal financial planning software makes it easy to test your assumptions and track your progress toward financial independence.Impress and empower your clients with a shared source of truth for financial ... read more about OnTrajectory

    OnTrajectory Reviews

    Easy to use and affordable planner reviewed by: Jay
    Entry Level Price
    $49.00 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Credit Card Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Available Packages
    Standard
    $49.00 Per Month
  • Sage Intacct is a leading accounting software designed to increase business efficiency and drive growth by automating day-to-day accounting processes. The software offers greater insight that helps businesses make current and long-term ... read more about Sage Intacct

    Sage Intacct Reviews

    We are extremely satisfied with the Sage Intacct. reviewed by: Amber Kong, Content Strategist at Credit Donkey
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    10% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Expenditure Tracking
    • Financial Reporting
    • Investment Management
    • Risk Management
    • Tax Management

    Key Details

    Industries
    • Accounting
    • Banking
    • Financial-services
    • Hospitality
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Reviews

    What User‘s Say
    Sage Intacct is a great solution that has the capability for managing accounts payable
    Kaloyan Dimitrov, Resume Expert/Career Expert at Enhancev
    One of the best software ever!
    Jatin Kumar at Software Advice
    One of the best software for digital solution!
    Jill Sandy, Home Renovator & Founder at Constant Delights
    Review Summary

    We Enhancev use Sage Intacct. It is a web-based enterprise resource planning (ERP) solution that features the capability for managing accounts payable. Invoice processing, approval workflows, and payment processing are some of the functions that are available through it. A general ledger, accounts receivable management, and cash management are some of the additional functionalities included in this aspect of financial management. Sage Intacct can provide a comprehensive solution for financial management since it supports more than 350 third-party tools.

    Kaloyan Dimitrov
    Kaloyan Dimitrov, Resume Expert/Career Expert at Enhancev

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Quote Based
  • Workday Financial Management is a single cloud-based solution designed for financial planning, analysis, and transactions. From record to report, procure to pay, and contract to cash, Workday helps you streamline your processes ... read more about Workday Financial Management

    Workday Financial Management Reviews

    Everything in one place reviewed by: Dynamic Digital Depth (DDD)
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Expenditure Tracking
    • Financial Reporting
    • Revenue Recognition
    • Tax Management

    Key Details

    Industries
    • Accounting
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews

    What User‘s Say
    I love it!
    Parth Parikh, Software QA Engineer at Nokia
    Measure the change
    Paul Kravec, Chief Executive Officer & Founder at Deluxcode
    Review Summary

    Pros: Everything is taken care by the software.

    Cons: No cons

    Parth Parikh
    Parth Parikh, Software QA Engineer at Nokia

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • ScaleXP makes financial forecasting faster and easier by providing an all-in-one dashboard for data analysis, seamlessly integrating with Xero and Quickbooks accounting software. With over 100 automated KPIs customized for various financial ... read more about ScaleXP

    ScaleXP Review

    This has save our team a lot of team on deferred revenue, consolidation and reporting!! reviewed by: Luke Conrad at Launched
    Entry Level Price
    $100 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    20% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Financial Reporting
    • Investment Management
    • Revenue Recognition
    • Risk Management
    • Tax Management

    Key Details

    Industries
    • Accounting
    • Airlines-aviation
    • Alternative-wmedicine
    • Architecture-planning
    • Automotive
    • Aviation-aerospace
    • Banking
    • Biotechnology
    • Computer-network-security
    • Computer-hardware
    • Computer-software
    • Events-services
    • Financial-services
    • Information-services
    • Information-technology-services
    • Marketing-advertising
    • Wireless
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Getting Started
    • Reports
    • Customers
    • Cost
    • Presentations
    • Dashboards
    • Load Data
    • Settings
    • HubSpot Integrations
    • Xero Intergration

    Packages

    Pricing Type
    • Flat Rate
    Preferred Currency
    • GBP (£)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    Available Packages
    Reporting
    $100 Per Month
    Automation
    $200 Per Month
    Everything
    $300 Per Month

    Integration

    Integrated With
    • Xero
    • QuickBooks Commerce
    • QuickBooks Desktop Enterprise
    • QuickBooks Online
    • QuickBooks Online Advanced
    • QuickBooks Payroll
    • QuickBooks Enterprise
    • HubSpot CMS Hub
    • HubSpot CRM
    • Salesforce CRM
    • Salesforce Financial Services
    • NetSuite
    • Netvisor
    • Netviso
    • Pipedrive
    • Sage 200
    • Sage 300
    • Sage 50 Accounting
    • Sage Business Cloud Accounting
    • Stripe Billing
    • Zoho Analytics
  • Transform your financial reporting with Sheshi FR’s comprehensive suite that handles everything from the Balance Sheet to the Statement of Changes in Equity. Our intelligent solution is designed to meet the stringent ... read more about Sheshi FR

    Sheshi FR Review

    User and cost friendly financial preparation application reviewed by: Samiksha Venkatesh, Freelance Consultant
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Financial Reporting

    Key Details

    Industries
    • Accounting
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Export to Excel
    • 50 Customized Financial Reporting Design Options

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Annual Subscription

    Integration

    Integrated With
    • TallyPrime
  • Managing a franchise network requires efficiency, precision, and automation. Frama SaaS AI offers a powerful Franchise Management Software designed to streamline operations, improve collaboration, and maximize ROI. Our AI-driven platform empowers franchisors ... read more about FraMaSaasAI

    FraMaSaasAI Review

    Frama SaaS AI delivers exceptional performance and innovation reviewed by: Saptarshi Karmakar
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    50% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Financial Reporting
    • Investment Management
    • Revenue Recognition
    • Risk Management
    • Tax Management
    • AI Features

    Key Details

    Industries
    • Business-supplies-equipment
    • Industrial-automation
    • Investment-management
    • Mechanical-or-industrial-engineering
    • Pharmaceuticals
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages

    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
  • Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment ... read more about Personal Capital

    Personal Capital Review

    Easy to Use and Highly recommended wealth management tool. reviewed by: Brack Nelson, Marketing Manager at Incrementors Web Solutions
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    33% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Investment Management
    • Risk Management

    Key Details

    Industries
    • Banking
    • Financial-services
    • Investment-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Quote Based
  • A leading personal finance app from Intuit, makes it even easier to manage personal finances, budgets and bill payments. You’re going to love how simple it is to manage bills and money ... read more about Mint

    Mint Review

    Great wealth management software with user-friendly tools. reviewed by: Ethan Taub, CEO at Creditry
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Financial Reporting
    • Investment Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Industries
    • Banking
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Blog
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • QuickBooks Online Advanced is a cloud-based, all-in-one, accounting and business hub solution, designed for growing, small to mid-sized businesses. Get performance reporting with highly customizable tracking tools, automated workflows, and real-time revenue ... read more about QuickBooks Online Advanced

    QuickBooks Online Advanced Review

    All features are easy to use.... this software works great for our business. reviewed by: Jatin Kumar at Software Advice
    Entry Level Price
    $54 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Financial Reporting
    • Revenue Recognition
    • Risk Management
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Infographics

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    Available Packages
    Standard
    $54 Per Month
  • Quicken keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, ... read more about Quicken

    Entry Level Price
    $35.99 Per Year
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    33% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Financial Reporting
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Whitepapers
    • On-Site Training

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Annual Subscription
    Available Packages
    Standard
    $35.99 Per Year
  • inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your ... read more about inStream

    Entry Level Price
    $149 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Financial Planning Software

    Features

    • Budgeting & Forecasting
    • Expenditure Tracking
    • Financial Reporting
    • Investment Management

    Key Details

    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Whitepapers
    • On-Site Training

    Packages

    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Available Packages
    Standard
    $149 Per Month
  • Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software. It primarily helps organize one's finances and keeps track of where, when and how the money goes. It is also ... read more about Money Manager Ex

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    25% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Financial Reporting
    • Risk Management
    • Tax Management

    Key Details

    Licensing & Deployment
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Free
  • Frontline Education is an integrated insights partner serving more than 12,000 educational organizations and millions of educators, administrators and support personnel in their efforts to develop the next generation of learners. Bringing ... read more about Frontline Education

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    14% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Financial Reporting

    Key Details

    Industries
    • Education-management
    • Higher-education
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Webinars

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • Buddi is a personal finance and budgeting program, aimed at those who have little or no financial background. In making this software, I have attempted to make things as simple as possible, ... read more about Buddi

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Tax Management

    Key Details

    Licensing & Deployment
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Free
  • HomeBank is a free software that will assist you to manage your personal accounting. It is designed to easy to use and be able to analyse your personal finance and budget in ... read more about HomeBank

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Financial Reporting
    • Risk Management

    Key Details

    Licensing & Deployment
    • Web-based
    • Android
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
  • Firefly III is a self-hosted financial manager. It can help you keep track of expenses, income, budgets and everything in between. It supports credit cards, shared household accounts, and savings accounts. It’s ... read more about Firefly III

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Financial Reporting
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Free
  • Skrooge allows you to manage your personal finances, powered by KDE. Thanks to its many features, it is one of the most powerful way to enter, follow, and analyze your expenses.Based on ... read more about Skrooge

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Financial Reporting
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Case Studies

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Free
  • KMyMoney is a cross-platform personal finance manager build on KDE frameworks technologies for your desktop and notebook environment. It enables users to keep careful track of their personal finances by providing a ... read more about KMyMoney

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Expenditure Tracking
    • Financial Reporting
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Free
    Payment Frequency
    • Free
  • MoneyGuidePro® believes Everyone needs and deserves a quality financial plan. As an innovator and industry leader, PIEtech is focused on helping financial advisors use technology to help more clients prepare for retirement ... read more about MoneyGuide

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Credit Card Management
    • Risk Management
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
  • Whether you're a financial advisor or a do-it-yourself individual, you can use WealthTrace's comprehensive financial and retirement planning software. Easy to understand results show if you will outlive your money. We have ... read more about WealthTrace

    Entry Level Price
    $229 Per Year
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Consolidation/Roll-Up
    • Investment Management
    • Risk Management
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Available Packages
    Standard
    $229 Per Year
  • From big-picture to in-depth, Money Tree Software offers professional financial planning solutions for advisors. Plan the way for your clients'​ financial futures.Silver's interactive big-picture planning supports important conversations about your client's financial ... read more about Moneytree

    Entry Level Price
    $495 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Cash Management
    • Consolidation/Roll-Up
    • Credit Card Management
    • Revenue Recognition

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Available Packages
    Standard
    $495 Per Year
  • Use RightCapital’s powerful, interactive projection tools to help clients prepare for retirement and plan for different contingencies.Show your clients how they can save money using tax-efficient strategies for distributing their assets such ... read more about RightCapital

    Entry Level Price
    $124.95 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Cash Management
    • Expenditure Tracking
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars

    Packages

    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Available Packages
    Standard
    $124.95 Per Month
  • eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our ... read more about eMoney

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    40% in Financial Planning Software

    Features

    • Accounting Integration
    • Cash Management
    • Expenditure Tracking
    • Financial Reporting
    • Investment Management
    • Risk Management
    • Tax Management

    Key Details

    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Webinars
    • Case Studies
    • On-Site Training

    Packages

    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
  • We empower clients to become active participants in their financial heath. Our collaborative planning process pairs experienced advice with technological innovation to help clients make informed decisions and build confidence in reaching ... read more about Principium

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Credit Card Management
    • Revenue Recognition

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • In financial advice industry, the single biggest challenge for financial advisors is to produce financial plans for their clients; financial plans that involve simple steps to produce, that are concise, and easily ... read more about GowealthPro

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Credit Card Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Blogs
    • Whitepapers

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • Westwood, MA based OMYEN Corp. has developed the Personal Financial Index® or PFITM. This online financial planning software allows an individual or a family to take a 360o view of their finances ... read more about Omyen

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Cash Management
    • Expenditure Tracking
    • Credit Card Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • The RetireWire MoneyGuide will help you define what type of retirement you want and what type of retirement you need. The software then helps you prioritize those things from most to least ... read more about RetireWire

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Budgeting & Forecasting
    • Consolidation/Roll-Up
    • Credit Card Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • Consumers and do-it-yourself investors: Do it all yourself, and make better financial plans than you'd get by hiring a sophisticated and expensive financial planner. Also you can create your own custom investment ... read more about Tools For Money

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Accounting Integration
    • Cash Management
    • Consolidation/Roll-Up
    • Expenditure Tracking
    • Credit Card Management
    • Revenue Recognition
    • Tax Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
  • Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software. Software products include Retirement Plan Analyzer, Estate Planning Tools, PFP Notebook™, Retirement Distributions ... read more about Brentmark

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Financial Planning Software

    Features

    • Budgeting & Forecasting
    • Cash Management
    • Expenditure Tracking
    • Investment Management
    • Risk Management

    Key Details

    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Knowledge Base
    • Help Guides
    • Blogs

    Packages

    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment

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