Best Financial Planning Software

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 planning that you control.Other financial tools constrain your ability to test different assumptions and model complex scenarios. OnTrajectory Pro was built to handle yo... learn more about OnTrajectory

Sage Intacct is 100% invested in meeting the needs of financial professionals, 100% focused on customer success, and 100% committed to the cloud. That’s who we are, and always will be. Thousands of organizations rely on Sage Intacct’s best-in-class cloud ERP software, which is part of the Sage Business Cloud, to deliver the efficiencies and insights that keep them on the fast track of growth, ... learn more about Sage Intacct

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 while maintaining maximum control.... learn more about Workday Financial Management

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 client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing li... learn more about Personal Capital

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 in one place.When you’re on top of your money, life is good. We help you effortlessly manage your finances in one place. ... learn more about Mint

We've changed the way small businesses make money, spend money and track money.Wave delivers innovative financial services and award-winning free software to small- and micro-businesses around the world.By providing access to improving cash flow (Payments), delivering money to employees (Payroll), helping businesses get paid (Invoicing), preparing for tax time and providing business insights (Acco... learn more about Wave Financial

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 and cash flow management dashboards.... learn more about QuickBooks Online Advanced

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, retirement, and credit card accounts - all in one place. Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll s... learn more about Quicken

NaviPlan empowers firms to cater their services to any client, from simple goal-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible eno... learn more about NaviPlan

GnuCash is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows.Designed to be easy to use, yet powerful and flexible, GnuCash allows you to track bank accounts, stocks, income and expenses. ... learn more about Gnucash

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 a great tool to get a bird's eye view of your financial worth. ... learn more about Money Manager Ex

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, while still retaining enough functions to satisfy most home users.Buddi is released as Open Source Software. ... learn more about Buddi

HomeBank is a free software (as in "free speech" and also as in "free beer") 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 detail using powerful filtering tools and beautiful charts.If you are looking for a completely free and easy application to manage your personal accounting, budget, finance then ... learn more about HomeBank

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 pretty fancy. You should use it to save and organize money.... learn more about Firefly III

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 its KDE foundations, Skrooge can run on many platforms, including of course linux, BSD, Solaris, but also on Mac OS, and possibly on Windows.... learn more about Skrooge

Using time tested double entry accounting principles KMyMoney can help ensure that your finances are kept in correct order.KMyMoney strives to be the easiest open source personal finance manager to use, especially for the non-technical user.KMyMoney intends to provide all important features found in the commercially-available, personal finance managers.... learn more about KMyMoney

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 and develop deeper client relationships. MoneyGuidePro has been named the #1 financial planning software for ten years running. ... learn more about MoneyGuide

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 versions for both financial advisors and for personal use by consumers.Link your accounts and have them update automatically every day. WealthTrace is accurate, taking into acco... learn more about WealthTrace

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 future. Spend less time creating plans and more time on what really matters. ... learn more about Moneytree

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 as Roth conversions.Help your clients maximize their Social Security benefits and understand the impact of decisions about Medicare. ... learn more about RightCapital

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 packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle,... learn more about eMoney

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 their life goals.A long-term financial strategy is critical to reaching your financial objectives. This is why all our investment management clients benefit from ... learn more about Principium

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 understood by both advisors and their clients. Over time, we have seen many financial planning software applications entering the marketplace.... learn more about GowealthPro

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 and get an actionable financial plan. The PFI software offers a highly intuitive user interface for financial planning.OMYEN Corp. has also developed the Wealth Planner™, a sophisticated yet easy to us... learn more about Omyen

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 important and create a plan which matches your income and assets to your expected expenses and liabilities. Ultimately the goal is to help you achieve everything you’ve dreamed within your financial constraint... learn more about RetireWire

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 portfolios, for a fraction of the cost. There are detailed instructions for all financial planning software, so anyone with basic Microsoft Excel experience can use them. ... learn more about Tools For Money

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 Planner, Kugler Estate Analyzer™, Charitable Financial Planner, Estate Planning QuickView, and Savings Bond Toolkit... learn more about Brentmark

Our financial planning software provides powerful capabilities that allow us to develop your financial plan. We do it collaboratively with YOU at the center of the planning process. View the Financial Planning Software video for an eye-opening perspective on what this software may do for you.We provide you with a very secure process to share and store your financial data - whether you are sitting ... learn more about Kastler

You can easily create a financial plan for your retirement and other personal financial planning.It provides the financial planning tools you need to create a comprehensive personal financial plan.You can plan for your current and future financial events.You can track your investment, tax free, retirement, and other asset and equity accounts. ... learn more about J&L Financial Planner

eFinPLAN is comprehensive financial planning software for all type of individuals. For the first time it is easily accessible for the regular consumer to have access to low-cost financial planning. eFinPLAN also provides custom applications for financial institutions including credit unions, banks, retirement plans, employer provided financial wellness programs and employee benefits. ... learn more about eFinPlan

Financial planner for travel and outdoors enthusiasts specializing in Investments and Retirement Income Planning!At Baobab Wealth, we want you to experience the value a financial plan can bring to your life as well as see the value in working with us. This is why there is never any cost or obligation to create a financial plan with us. ... learn more about Baobab

Retirement in a Nutshell was developed by an advisor with over 30 years of industry experience who needed a simple yet powerful financial planning program to help his clients because all other options were either too complicated, not powerful enough or too expensive. Today, Retirement in a Nutshell has been in business for over 10 years and has helped advisors across the country give their clients... learn more about Retirement in a Nutshell

Cheshire is a leader in developing financial planning software for the wealth management industry. Our easy-to-use financial planning and retirement planning software combines sophisticated modeling and analytics with rich, high-quality output that's easy to understand.This wealth management software includes Monte Carlo probability analysis using goal or cash-flow based planning. ... learn more about Cheshire

Advisys creates smarter, simpler, faster financial planning and insurance sales solutions for professionals. Reports summarize on a single page the client’s need and a solution. Education materials simplify complex topics and are easy for clients to understand. Calculators answer a client’s questions or overcome objections with just a handful of inputs. ... learn more about Advisys

Kucharski Financial serves the mass affluent, who generally have investable assets ranging from $100,000 to $2,000,000, as well as select high net worth clients with investable assets over $2,000,000 to $10,000,000. We have had the privilege of building our firm to what it is today and have learned that we work best with professionals and retirees who share our values and planning objectives. Our ... learn more about Kucharski Financial

As a family-owned firm we are dedicated to bringing our values and beliefs of a comprehensive financial planning approach to creat personal financial plans to guide our clients in reaching thier financial goals.We design our financial advice around our client’s personal situation and our conservative investment philosophy is simply based on implementing some of the greatest ideas in finance to ... learn more about Ball Comprehensive Planning

Center helps finance teams radically reduce the time they spend on manual, resource-intensive operations like expense management so they can focus on high-impact activities.Our first product is a complete corporate card and expense solution that integrates the entire spend and expense process, from planning through purchase, processing, and posting to the GL. The Center SpendOps Suite includes Cen... learn more about CenterCard

It automates the operations of these groups, eliminating the need for complex Excel sheets and bulky write up, there by making the work of financial book keeping within the group easier.It acheives this in the following way: It automates member invoicing, keeps an updated statement for each member, members can login to view their financial positin within the group, reminds members to make payments... learn more about Chamasoft

Financial Planning Monitoring Software for Independent Financial Advisors. Want to answer your Clients' questions: - What have you done for me lately? - How am I doing on my Financial Plan actions? - Can you remind me what I need to do?... learn more about MyPlanMap

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a cash account with a top-of-market APY, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 23x greater ... learn more about Wealthfront

Millennial Wealth provides financial planning services to young professionals, families, and tech industry employees to improve their finances and enhance their lives. We designed a financial planning process that incorporates not only financial goals but also your LIFE goals.You can set yourself up for a life full of happiness and success by clarifying, tracking, and taking action towards these g... learn more about Millennial Wealth

Since 1996, Ativa Interactive has been developing software, website content, financial calculators and infographics for financial advisors, professionals, associations and corporations. Our mission is to consistently deliver effective, practical, easy-to-use, visual tools.Operating on the premise that professionals shouldn’t have to be technology experts, all Ativa resources support professional... learn more about Ativa

Synario is a financial modeling intelligence software that helps finance professionals achieve new levels of clarity, credibility, and consensus to make informed business decisions.. Through patented Multiverse Modeling technology, Synario elevates the modeling process and facilitates agile decision-making. Build financial models faster with our World Class-rated implementation team and pain... learn more about Synario

Moneypex is an affordable and powerful free accounting software solution for business owners to keep track of their business finances. Through smart invoicing and high impact solutions, Moneypex Saves business owners time that can be reinvested into business growth. It is simple to use and can manage multiple businesses.... learn more about Moneypex

Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization. The Financial Services Cloud and its... learn more about Salesforce Financial Services

Cloud Financials enables finance leaders to have one accessible view of their business performance anywhere, anytime on one piece of accounting software. Cloud Financials offers over 1,000 customisable reporting structures, so finance teams can translate complex financial data into consumable information to help navigate changing economies and markets, minimising risk. It is a robust and secure fi... learn more about Cloud Financials

Make smarter financial decisions with Wizely. An app that understands your financial life and guides you on a personalized path towards financial wellness Don’t we all have just about the same questions when it comes to money - we need it, we get it, we spend it, but can’t seem to save it! Or save most of it and don’t spend where necessary. What you, and thousands of young minds like you... learn more about Wizely

JobBag is the premier business management system for creative and design businesses. Bringing your entire team onto one easy-to-use solution. Project management, time management, and a full accounting solution all in one. Create plans, quotes, manage job costings, raise POs and invoices, pay bills and run your Single Touch Payroll. Enabling you to build a single source of truth for your business a... learn more about JobBag

In September 2019, Black Mountain Systems and AltaReturn came together to form Allvue. Merging Black Mountain’s extensive experience in data aggregation, process management, and business reporting with AltaReturn’s solutions for private capital fund managers, administrators and family offices, Allvue offers a broad set of alternative investment solutions with best-in-class asset coverage.... learn more about Allvue

Giving SaaS companies access to the full annual value of their subscriptions, upfront. ... learn more about Pipe