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The best WealthTrace alternatives
The rest of Best Financial Planning Software, in this site's order: each with what it costs, where it runs and its record score.
Boldin suits individuals planning household finances, including people who want to compare scenarios or project income, savings, withdrawals, and…
Basic and Premium are for personal financial planning, while Pro is described for financial advisors and coaches.
LivePlan may suit startups and established companies preparing plans or tracking financial performance.
MaxiFi is for people evaluating financial decisions across career, housing, and retirement stages.
MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools.
Pocket Risk may suit financial advisors who want clients to complete a structured risk questionnaire and receive reports.
It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews.
FE CashCalc suits financial advisers and paraplanners preparing cashflow plans, modelling goals and life events, and producing client reports.
Elements is designed for financial advisors, firms, coaches, and teams seeking a repeatable way to deliver advice.
RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.
EVPro is designed for financial advisers working across client investment, retirement, cash-flow, and portfolio plans.
MyOwnFP suits Canadian DIY investors and financial advisors who want to model scenarios around Canadian accounts, benefits, and taxes.
Scenarios suits people planning retirement who want to compare assumptions, withdrawals, taxes and other long-term financial outcomes.
It suits financial planning businesses and advisers needing client engagement, modelling, practice management, or business-improvement tools.
The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.
eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
