AdvisorShelf
AdvisorShelf / Planning software / ExecPlan

Planning software

ExecPlan

Financial, retirement and estate planning software for professional financial planners.

Made by Sawhney Systems, Inc. Visit ExecPlan's website
Starting priceFrom $995 one-user license
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listedNone found
Is this your company? Claim this free profile to send corrections and add details. Claiming is free and never changes how we compare tools.
Claim this profile

What their website looks like

Screenshot of ExecPlan's homepage
ExecPlan's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
One user license $995 one-user license
one-user license with 12 months of maintenance and support
Then $495 for each additional copy
 Includes 12 months of maintenance and support
Bought by contacting the vendor. The page does not say what continuing after the first 12 months costs.

A free period comes before a license key is needed

Source: ExecPlan purchase page. Checked on the vendor's site, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. ExecPlan isn't on it: A one-time license with 12 months of support; the page doesn't say what later years cost, so it can't be put per month.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: not stated on the ExecPlan pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Sawhney Systems, Inc.'s site we read. Ask Sawhney Systems, Inc. how account data gets into it.

Moving to ExecPlan from another tool

What Sawhney Systems, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the ExecPlan pages we read

We looked on Oct 8. Before you sign, ask Sawhney Systems, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on Sawhney Systems, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for ExecPlan yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare ExecPlan with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

No corrections to this profile yet.

Spotted something out of date? Send a correction and we'll check it again.