Boldin suits individuals planning household finances, including people who want to compare scenarios or project income, savings, withdrawals, and taxes.
Free plan Free trial From $168 a year AndroidiPhone & iPadWebAPI
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Best Financial Planning Software 2026
Financial planning software can help you map cash flow, work through goals, and consider investment, insurance, and tax planning in one process. Compared on cash-flow modeling, goal planning, scenario analysis, and those planning areas, these tools offer different combinations to weigh against your needs. Check whether a client portal matters for the way you work, and factor in free-plan availability and the published “Paid from” price. myprosperity, Betterment, and Boldin are among the options here, alongside tools such as ProjectionLab and LivePlan. Think about the planning questions you need to address and the features and access terms that will support that work.
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ProjectionLab
Basic and Premium are for personal financial planning, while Pro is described for financial advisors and coaches.
AndroidiPhone & iPadWeb+2 Record6.0 Visit
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myprosperity
AndroidiPhone & iPadWeb+1 Record5.7 Visit
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LivePlan
LivePlan may suit startups and established companies preparing plans or tracking financial performance.
AndroidiPhone & iPadWeb+2 Record5.5 Visit
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MaxiFi
MaxiFi is for people evaluating financial decisions across career, housing, and retirement stages.
AndroidiPhone & iPadWeb+3 Record5.5 Visit
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MoneyGuide
iPhone & iPadWebWindows+2 — Record5.5 Visit MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools.
7
Pocket Risk
AndroidiPhone & iPadWeb — Record5.5 Visit Pocket Risk may suit financial advisors who want clients to complete a structured risk questionnaire and receive reports.
9
Dynamic Planner
AndroidiPhone & iPadWeb+1 £8 a year Record5.2 Visit It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews.
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FE CashCalc
AndroidiPhone & iPadWeb+2 £80 a month Record5.2 Visit FE CashCalc suits financial advisers and paraplanners preparing cashflow plans, modelling goals and life events, and producing client reports.
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Elements
AndroidiPhone & iPadWeb $149 a month Record5.1 Visit Elements is designed for financial advisors, firms, coaches, and teams seeking a repeatable way to deliver advice.
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RightCapital
AndroidiPhone & iPadWeb — Record5.0 Visit RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.
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EVPro
AndroidiPhone & iPadWeb+2 — Record4.9 Visit EVPro is designed for financial advisers working across client investment, retirement, cash-flow, and portfolio plans.
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MyOwnFP
Web $40 a year Record4.9 Visit MyOwnFP suits Canadian DIY investors and financial advisors who want to model scenarios around Canadian accounts, benefits, and taxes.
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Scenarios
Web £72 a year Record4.7 Visit Scenarios suits people planning retirement who want to compare assumptions, withdrawals, taxes and other long-term financial outcomes.
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AstuteWheel
Web A$25 a month Record4.6 Visit It suits financial planning businesses and advisers needing client engagement, modelling, practice management, or business-improvement tools.
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Conquest
WebAPI — Record4.5 Visit The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.
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eMoney Advisor
AndroidiPhone & iPadWeb+1 — Record4.5 Visit eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
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