AdvisorShelf / Planning software
Planning software
Compare every planning tool on price, connections and firm size
Every tool we have checked that is still sold to advisors. Each price shows where it came from and the date we read it. Where a vendor doesn't publish its price, we say so.
17tools listed
11publish a price on their own site
11prices we checked ourselves in the 30 days to Oct 28
8list a connection to Schwab, Fidelity, Pershing or Altruist, or a CRM on their own site
What these planning tools connect to most
How much vendors tell you
Price
11 publish it on their site6 no price we could find
Connections
174 say which way data moves20 sign-on or some detail54 a logo or name only
Showing 17 of 17 planning tools
| Firm size | Connects to (CRMs and custodians) | ||
|---|---|---|---|
Cheshire Wealth Manager
Financial planning software with Monte Carlo analysis for goal-based or cash-flow-based client plans. |
No price found No price on their site · looked Oct 6 |
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Conquest Planning
Planning engine that ranks financial strategies, models life events and answers client questions for advisors. |
No price found No price on their site · looked Oct 6 |
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eMoney Advisor
Financial planning platform for advisors, combining goals-based and cash-flow planning in one system. |
No price found No price on their site · looked Oct 6 |
Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says |
Redtail · Listed, no detail given checkedWealthbox · Listed, no detail given checkedFidelity · Listed, no detail given checkedCharles Schwab · Listed, no detail given checkedSEI · Listed, no detail given checkedand 2 more on the profile |
ExecPlan
Financial, retirement and estate planning software for professional financial planners. |
From $995 one-user license Checked on the vendor's site · Oct 6 |
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FinDash
One workspace for financial planning, CRM, workflows and client collaboration, with AI built in. |
From $239.20/mo for 2 team seats Checked on the vendor's site · Oct 6 |
Charles Schwab · Data in checkedFidelity · Data in checkedAltruist · Data in checkedInteractive Brokers · Data in checkedBetterment Advisor Solutions · Data in checked |
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Income Lab
Advisor software for retirement income, taxes, account withdrawals and Social Security decisions. |
From $1,990/yr Checked on the vendor's site · Oct 6 |
Redtail · Data in checkedCharles Schwab · Data in checkedFidelity (via BridgeFT) · Data in checkedNational Financial Services (NFS, via BridgeFT) · Data in checkedPershing (via BridgeFT) · Data in checkedand 5 more on the profile |
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MaxiFi PRO
Client planning that finds how much clients can safely spend, each year and over their lifetime. |
From $599/advisor/yr Checked on the vendor's site · Oct 6 |
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MoneyGuide
Interactive goals-based financial planning software advisors use to build and present client plans. |
From $2,000/advisor/yr Checked on the vendor's site · Oct 6 |
Advisors Assistant · Data in + single sign-on checkedAdvyzon · Data in and out + single sign-on checkedAltruist · Data in checkedAxos Advisor Services · Data in checkedGrendel · Data in + single sign-on checkedand 16 more on the profile |
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Moneytree
Financial planning software for advisors offering both goals-based and cash-flow planning for each client. |
From $1,195/user/yr Checked on the vendor's site · Oct 6 |
Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says |
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked |
NaviPlan
Financial planning software for advisors, from simple goals-based assessments to retirement income and estate planning. |
No price found No price on their site · looked Oct 6 |
Pershing NetX360 · Listed, no detail given checkedSchwab OpenView Gateway · Listed, no detail given checkedRedtail · Listed, no detail given checked |
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Orion Planning
Hybrid planning tool: goals-based for clients, cash-flow modeling underneath, linked to live portfolio data. |
No price found No price on their site · looked Oct 6 |
Solo2-56-2021+ Solo advisor Vendor says |
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RightCapital
Financial planning software for advisors, with tools for planning, client engagement and scaling the practice. |
From $149.95/advisor/mo Checked on the vendor's site · Oct 6 |
Redtail · Data in and out + single sign-on checkedSmartOffice · Data in checkedWealthbox · Data in and out + single sign-on checkedAltruist · Data in checkedApex Fintech Solutions · Data in checkedand 13 more on the profile |
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ScenariosX
Scenario-planning software that lets advisors model clients' what-if choices and reach a wider audience. |
From $1,000/login/yr Checked on the vendor's site · Oct 6 |
Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20) Vendor says |
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Voyant
Goal-based cash-flow planning that also models trusts and corporate holdings for wealthy clients. |
From $150/advisor/mo Checked on the vendor's site · Oct 6 |
Redtail · Data in checkedSalesforce Financial Services Cloud · Data in checkedWealthbox · Data in checked |
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Wavvest
Advisor planning tool that builds a complete financial plan from a plain-language description of the client. |
No price found No price on their site · looked Oct 6 |
Apex · Data link, direction not stated checked |
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WealthTec Suite
Financial, tax and estate planning software for advisors who serve very wealthy clients. |
From $3,495/yr for two users Checked on the vendor's site · Oct 6 |
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WealthTrace
Retirement and financial planning software for advisors that models taxes, RMDs and Social Security. |
From $1,049/advisor/yr Checked on the vendor's site · Oct 6 |