Financial & Retirement Planning

The wealth management sector is changing in multiple ways and one area that now receives greater focus, as the market moves to become more client-centric and less product-centric, is financial planning and retirement planning. As wealth managers seek to offer these often complex services to their existing and prospect clients (in order to develop deeper relationships with them), they are in need of relevant technology solutions and tools to support their proposition, delivery and service management. Our Financial & Retirement Planning business need is, therefore, a resource focused on all of the relevant solutions and solution providers that can support this need.

  • Total Solutions233
  • Solution Providers161
  • Knowledge Resources106
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Featured Solutions

Zurich, Switzerland

3rd-eyes analytics’ wealth and life planning solutions

We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......

Client type
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Aachen, Germany

Cashflow Planner

Thanks to vast experience and the use of state-of-the-art technology, aixigo has developed a solution that redefines future cashflow advice by striking the perfect balance between complexity and simplicity. aixigo’s Cashflow Planner is fully compliant with regulations, offers a superior user experience and is easy to understand. aixigo’s Cashflow Planner offers the......

Client type
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Beverly Hills, CA, United States

Financial Planning Platform

InvestCloud Digital Financial Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Financial Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning....

Client type
Relevant Regions
Stockholm, Sweden

OutRank Pension Planning

During our working lives, there is no more important investment goal than building a nest egg for our retirement. Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much......

Client type
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Cardiff, United Kingdom

Ayoa

Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa. Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to......

Client type
Relevant Regions
Rotterdam, Netherlands

OPAL Platform

Globally, OPAL is a leading solution in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial......

Client type
Zurich, Switzerland

Goal-Based Wealth Management

Our Goal Based Wealth Management module introduces a new era of holistic financial advice by bridging the gap between traditional financial planning and modern investment advice. Client profiling becomes an interactive experience centered on the client’s goals. With the full financial situation modelled, future scenarios are visualized and the feasibility......

Client type
Relevant Regions
Boulder, CO, United States

TIFIN Grow

TIFIN Grow, part of TIFIN Wealth, helps wealth managers create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights. TIFIN Risk helps advisors with compliance, prospecting, and client retention by calculating and comparing three risk scores: risk capacity, risk preference,......

Client type
Relevant Regions
Boulder, CO, United States

TIFIN Personality

TIFIN Personality helps advisors grow their practice with cutting-edge AI technology that uses positive psychology to identify what matters most to investors. It empowers advisors to differentiate their offering, deepen relationships, engage with new clients, and even discover held-away assets.  TIFIN Personality is part of TIFIN Grow, which helps wealth managers augment......

Client type
Relevant Regions
Boulder, CO, United States

TIFIN Plan

TIFIN Plan is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Plan with TIFIN Grow’s Risk and Personality platforms to......

Client type
Relevant Regions
Royal Leamington Spa, United Kingdom

Turo

Fully configurable to your in-house advice policy, Turo has a wide range of capabilities. At its entry-level, Turo offers an automated, chat-bot powered financial health check that determines how much the user needs to save per month to reach their savings and retirement income goals.  At its advanced level, Turo can......

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All Solutions

Singapore, Singapore

360-ProVestment®

How does it work? 360-ProVestment® quantifies the customer’s financial happiness and hence help advisors to optimize their advice.  The optimizer transforms the customer fact find data into a utility (mathematical) function that is unique to the customer. Against this function, it stress tests candidate products against scenarios based on the customer profile......

New York, NY, United States

401kFiduciaryOptimizer

Analyze & Win Any Plan Today Detailed intelligence on 850,000+ retirement plans. Improve Plan Investments menu breakdown for 80,000+ plans. Customization & Efficiency In Your Marketing Custom trackable marketing letters for any plan in seconds. Reach Out To Decision Makers Over 1.2 million plan executives with contact info. Be the First One to Present Real-Time plan filing update for......

Chattanooga, TN, United States

Accelerate

Best for established advisors that need more clients. For advisors Cash flow mapping Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans. Software onboarding When business growth is on the table, there’s no time to waste! We personally help you implement the software into your......

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London, United Kingdom

AdviceBridge Platform

Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......

Bozeman, MT, United States

AdvicePay

The main features of our payment processing platform. AdvicePay offers powerful features specifically built for financial advisors. Subscription billing One-time payments Accept ACH and credit cards Comply with custody regulations Advisor portal Client portal  ...

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Austin, TX, United States

Adviser

Power up your planning process Visualize your financial future Review current financial status and simulate the impact of "what-if" scenarios on forward-looking plans. Expert-user module Develop detailed plans and risk profiles for retirement, education, gifting & tax-efficient transfer of wealth.   ...

Kent, United Kingdom

AdviserAsset

Charge Comparison And Product Research Tool Compare charges for platforms and off-platform products and include research based on platform/product features. Consolidation And Switching Tool Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms. Drawdown Tool Specify the levels of drawdown......

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Austin, TX, United States

AdviserGo

Work with your clients to ensure a better financial future Collaborative platform Enables clients to enter and review data for more convenient plan creation and decision-making. Intuitive user interface At-a-glance views provide just the right level of financial information, easily accessible from any browser.    ...

Newbury, United Kingdom

Adviser Planning

Investment Presents risk-return forecasts for different risk profiles and cash flows to quickly explain the impact of investments. Retirement Allows an adviser to identify the best way for clients to achieve their retirement goals and the implications of any choices. Life planner Offers lifetime cash flow planning that helps advisers to plan in any level......

Leeds, United Kingdom

Advise Wise Platform

From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. Market-leading Quick Quote Free access to our innovative Quick Quote tool to view all available products in just 3 clicks! Enter three basic details and instantly source products......

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Brookfield, WI, United States

AdvisorVision

Financial advisors have been challenged to find the financial planning tool that is powerful enough for modeling complex client scenarios, yet easy enough to use and scale their practice. Advisors need to generate results that can be understood by customers — while highlighting the specific financial needs and products marketed......

Irvine, CA, United States

Advisys

Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......

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Irvine, CA, United States

Advisys Education

Invest in Making a Better Impression Advisys Education is for professionals who want to improve their ability to communicate complex concepts to clients and prospects. Studies show that many Americans lack even a basic understanding of the fundamentals of investing, retirement planning and life insurance. They often resist even the best......

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Irvine, CA, United States

Advisys Mobile

Powerful Conversations Start Here Today, face-to-face meetings with clients and prospects can take place anywhere. Advisys Mobile is for professionals who want to make a powerful impression wherever the conversation might be. With Advisys Mobile for your iPad, you can answer client's questions, handle objections, gather data and create powerful conversations… all......

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Irvine, CA, United States

Advisys On Demand

We’ll Do Your Plans and Presentations for You For busy financial professionals or for those who don’t believe they have the demand to justify an annual license fee, Advisys On Demand was created for you. It helps you make the most of every opportunity you create by using Advisys staff to......

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Irvine, CA, United States

Advisys Retirement Distribution

About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......

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Exton, PA, United States

AFFIRM® for Annuities

A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......

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Exton, PA, United States

AFFIRM® for Life

AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......

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Sydney, NSW, Australia

a.i.

One platform The only solution of its kind, a.i. brings together all the essentials in one single, fully integrated online software platform. Loads of features, endless benefits   Interactive discovery a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations. WealthMap Model client data into a digital, interactive financial......

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Gloucester, United Kingdom

Air Sourcing Platform

Extensive, easy to use product filters Diligent product research is achieved by ensuring products offer features that address your clients’ needs before comparing product costs. Our range Research Filters on the product shortlist screen allow you to filter out unsuitable products based on a range of product criteria, thus creating a......

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Montreal, QC, Canada

Analyze for Advisors

Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......

Phoenix, AZ, United States

AnnuityCheck

The AnnuityCheck difference AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. There are three pillars of our software: The Snapshot Tool, the Illustration Tool, and the turn-key AnnuityCheck Seminar program. All three are designed to help you to maximize your close rate while......

Den Haag, Netherlands

ARC Platform

Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......

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Brussels, Belgium

Arteia Onboarding

Need help in onboarding your collection Let us do the heavy lifting. A team of trusted digitization professionals will assist you with the process of photographing the artworks as well as organizing, scanning and uploading documents. Online viewing rooms Beautifully designed online extension of your gallery or studio space, customised to your needs.......

Philadelphia, PA, United States

Asset-Map Platform

Asset-Map Report A financial picture is worth a thousand… An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new......

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North Sydney, NSW, Australia

Astute Wheel

The Astute Wheel provides a structured approach that allows financial advisers to deliver better advice to more clients. It is intuitive and easy to use and it enables advisers to efficiently provide professional advice that’s rewarding for both advisers and clients. Astute Wheel financial adviser software includes over 30 financial planning calculators......

Durham, United Kingdom

ATEB Compliance

Fully customisable The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. Compliance approved You can be reassured that the content and format has been very carefully considered & researched by a ‘Section 166' FCA approved compliance firm. Great end user experience No installation,......

Centennial, CO, United States

Aviante

Who is this product for: Financial advisors Broker-dealers Financial planning software Advisory platforms Investor websites Benefits Available as hosted solution for advisors or via API data calls to power financial planning software and web solutions for advisors/investors. Industry’s most accurate healthcare expense predictions, leveraging big data and machine learning technologies. Personalized healthcare expense projections based on each client’s health condition and zip code. Projections include......

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Moss Point, MI, United States

BidMoni

Who We Are BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to......

Subiaco, WA, Australia

BOOM

Intiger is the only ASX listed entity (IAM) dedicated to reducing the costs & improving the productivity of Financial Planning Practices. BOOM (Back Office Online Management) is the industry's first back-office & paraplanning engine. BOOM is not a CRM. Use BOOM to order every back office & paraplanning task your practice needs, all delivered......

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Singapore, Singapore

BTO Enterprise

Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......

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Clearfield, UT, United States

Bucket Bliss Advisor

The balance sheet The balance sheet gives you an opportunity to summarize your client's complete financial picture. You can track cash accounts, investment accounts, and even calculate what the future value of an account will be at retirement—with and without additional contributions. You can track balances for several account reviews to......

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Austin, TX, United States

Built with Blocks

Sophisticated planning tools that evolve with ongoing business needs Modular solution Plug and play features provide extreme flexibility to mix and match tools and services without having to reinvent the wheel Interactive features  Encourage clients to engage and collaborate more closely with advisers, or work independently to fit your chosen business model.   ...

Madison, WI, United States

Capital Valuation Group

For more than 45 years business owners and business advisors have turned to us to understand, increase and unlock the value of closely held businesses. We recognize that financial advisors and business advisors frequently enter into planning paralysis with business owners because they lack an answer to a key question: “what......

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Dublin, OH, United States

Capstone College Partners

Changing the way America shops for college The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning......

New York, NY, United States

Carefull for Advisors & Planners

Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......

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Ingersoll, ON, Canada

Cascade Enterprise

Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......

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Newport, United Kingdom

CashCalc

Cash flow planning with outputs your clients will love CashCalc allows you to create detailed cash flow plans for your clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for your clients. Built for client collaboration CashCalc comes with access to your own white-labelled client......

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Crowborough, United Kingdom

Cashflow & Drawdown Strategies

New cashflow modelling Input household income and expenditure for the given age ranges of the client and their partner. Comprehensive stress testing to determine capacity for loss: Market Event Simulation – prepopulated or create your own. Randomiser – user-selected minimum and maximum growth rates Drawdown & annuity analysis At retirement drawdown versus annuity cash flow analysis. Build......

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Huddersfield, United Kingdom

Centra

We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......

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Cary, NC, United States

CFS for Financial Advisors

Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......

Cary, NC, United States

CFS for Financial Organizations

Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......

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Simi Valley, CA, United States

CFS Tax Software

CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......

Newton Highlands, MA, United States

Cheshire Wealth Manager

Cheshire Wealth Manager is a comprehensive financial planning software package ideal for building your wealth management business. The flexible program allows you to create both simple and detailed financial plans. You will also encourage client interaction and understanding with clear and compelling client reports....

Powhatan, VA, United States

Client Portal & Aggregation

Benefits For you Uncover held-away assets by empowering clients to link their accounts. Save time and create real-time plans. Get clients actively involved and give them ownership to fulfill your recommendations. For your client Give clients tools to better understand and manage their cash flow, budgeting and debt management. Reassure clients during market volatility and keep them focused on achieving their goals. Help......

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Dublin, OH, United States

College Aid Pro

The College Aid Pro software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning and making it easy for advisors to......

relevant regions
Dublin, OH, United States

College Money Report

Wondering how to grow your practice through college planning? Our College Money Report helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your......

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Chicago, IL, United States

Compliance Advantage

Flexible and scalable. Easy to implement and use Today's retirement advisor requires a well-documented, prudent process that unlocks scalability. From selecting a service provider to developing an Investment Policy Statement (IPS), to analyzing and managing investments - you need guidance and tools to ensure you deliver comprehensive solutions to your clients......

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Winnipeg, MB, Canada

Conquest Planning

The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......

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Newbury, United Kingdom

Consumer Guidance

Investment Presents interactive risk-return forecasts for different risk profiles and cash flows, informing decisions around consumer investment products. Retirement Allows consumers to make informed decisions about their retirement goals by exploring different ‘what if?’ scenarios.​​​​​​​ Flexible retirement options Help to reduce DB liabilities by enabling employees with DB pensions aged 55 or over to consider......

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Hartford, CT, United States

Covr Advisor

The co-branded dashboard allows the advisor to easily select the needed product, whether life, long-term care or disability coverage, compare products and premiums, and complete the process online in minutes. Accessible from the dashboard are innovations like the long-term care estimator, which allows advisors to see immediate, customized, side-by-side quote comparisons,......

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Hartford, CT, United States

Covr Insights

Advisors and institutions can grow their business and revenue by better addressing client needs and protecting them from unforeseen risk. Covr Insights helps prevent policy expirations and lapses, helps advisors and keep pace with clients’ life changes. Effectively manage and efficiently serve your current under-managed life insurance blocks with Covr......

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San Francisco, CA, United States

Credible

We bring simplicity, choice and unbiased support to all of life’s important financial decisions with credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. No fees We'll never make you pay for using our......

Chattanooga, TN, United States

Cruise Control

Best for advisors that want more clients without the additional marketing effort. For advisors Cash flow mapping This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies. Personalized onboarding Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process. 1-on-1 on-going......

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Plano, TX, United States

David

A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize......

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Haddenham, United Kingdom

Defaqto Engage

Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you.  Accumulation, decumulation and research workflows Engage has a variety of workflows, with each one......

Crowborough, United Kingdom

Defined Benefit Transfer

The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing: Single and joint life critical yields. Death Benefit comparison. Hurdle Rate. PPF Yields including death benefits and long service cap. Option to build and maintain fund......

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Berlin, Germany

DGLegacy

DGLegacy is a service through which, in the case of an unforeseen event happening to individual user, people whom the user nominates as beneficiaries will be informed about user’s assets and will be able to identify and locate them, thus minimizing the chance of an unclaimed asset. It enables users to......

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Nice, France

DrawDown Control

Using assets of their choice, our solution enables investors to maximise performance while limiting the maximum drawdown to their pre-defined level....

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Newark, NJ, United States

Dream Forward for Advisors

You'll get the direct phone number of a Dream Forward team member to help you with every step of the sales process - from prospecting to closing a sale. Our team is also available to join calls with prospects to provide backup and answer questions you may not know. Our AI......

Reading, United Kingdom

Dynamic Planner®

It is chosen by private banks and wealth managers, as well as high quality regional and local financial planning and advisory firms, to help structure their recommendations....

Edinburgh, United Kingdom

Elevate Platform

Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......

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Mobile, AL, United States

Employee Fiduciary for Advisors

At Employee Fiduciary, we welcome the opportunity to partner with investment advisors. Our services, fees, and transparency are complementary to the practice of fee-based 401(k) advisors who can leverage our strengths to help attract and retain clients. Our strict focus on product services and standards allows advisors the flexibility to......

Radnor, PA, United States

emX

Combine your expert advice with leading financial planning technology to deliver exceptional service. Plans for any need Needs Analysis is eMoney's scalable financial planning calculator that demonstrates a wide range of high-level need-based scenarios. Offer clients quick insight on a number of planning concepts by following a simple workflow. Once the plan......

Radnor, PA, United States

emX Pro

Meet the diverse needs of your clients at any stage of their life within one, fully integrated wealth management solution. Match panning solutions to your expertise Free yourself from the limitations of traditional financial software. emX Pro offers a depth of planning solutions — from basic to advanced, automated to interactive —......

Radnor, PA, United States

EMX Select

Boost your bottom line and overall business performance with a leading-edge client experience and powerful analytics. Experiences that stick With eMoney's industry-leading client portal, you'll delight clients with a digital financial experience they'll want to come back to. Position yourself at the center of your relationships with a solutions designed to provide......

London, United Kingdom

envizage

We help financial services firms understand and serve the needs of their customers and act in their customers’ best interests while reducing their cost to serve. The problem for our users We are living longer. Healthcare costs are soaring. Social security systems are insolvent. Interest rates remain low. The result is an unhappy......

Montreal, QC, Canada

EquiSoft Plan

Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......

New York, NY, United States

Everplans Professional

Everplans Professional: a co-branded life planning tool for you and your clients Everplans Professional: a collaborative Life and Legacy planning platform that enables financial advisors, estate attorneys, and other professionals to deepen client relationships and forge new ones with the next generation of clients. Featuring flexible pricing and robust functionality, we......

Princeton, NJ, United States

ExecPlan Express

Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......

Savannah, GA, United States

Executor Assist

Protect your clients with Executor Assist Every year, nearly 2.5 million identities of deceased Americans are used for fraudulent account activity and to open new services.1 This threat is known as "ghosting" and can have serious risk to your client's financial assets, credit cards, tax returns, and driver's license information. It's......

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Baltimore, MD, United States

Facet Wealth for Advisors

Facet is a strategic partner to help advisors: Increase your firm capacity After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical. Facet works with such firms to segment their practice and purchase all clients......

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Grand Rapids, MI, United States

Family Strategic Planning System

We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......

relevant regions
Chicago, IL, United States

Fiduciary Advantage

Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......

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Berwyn, PA, United States

FidX

FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......

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Geelong, VIC, Australia

Fin365

Fin365 financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk. Fin365 Features Client Management Business Intelligence Web Portal Revenue Management Workflow Management Document Generation Third Party Integration   ...

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San Francisco, CA, United States

Financial Advisors for Small Business 401k

Easy 401k plan set-up and dedicated expert support since 1999. A Ubiquity Retirement + Savings™ 401k enables your small business clients to: Maximize their tax savings Lower their taxable income Integrate payroll and automate their plan administration Attract and retain valuable employees Partner with Ubiquity and help your small business, start-up, and solopreneur clients get......

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Hamilton, QLD, Australia

Financial Planner PRO

What your Financial Advice Clients can’t see might be putting the brakes on your business profits . . . Now you can show your prospects and clients just how your advice is highly likely to achieve their financial goals – for real. Let your clients see properly with this breakthrough process… Are you frustrated......

New York, NY, United States

Financial Planning

Moody's Analytics financial planning solution helps retail investors and their financial advisers identify and communicate risk to make appropriate planning decisions and select investment options which are suitable for clients’ financial needs and risk profiles. The risk and return characteristics of a financial plan must be communicated to a client in......

Omaha, NE, United States

Financial Planning

Put your plans into action Support any number of financial goals No matter your clients’ goals, our powerful software gathers the necessary data to perform goal-based or cash-flow planning—and run robust simulations to illustrate the probability of success.  Deliver financial plans faster Quickly capture information related to your clients’ unique goals through flexible, modular......

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Aachen, Germany

Financial Planning Software

aixigo's Financial Planning Software enables financial service providers to continuously monitor and achieve customer goals that were defined in the financial plan! Complex framework conditions, such as tax or regulatory requirements, are solved in the background by means of strong algorithms. Moreover, our API-based software opens up completely new opportunities......

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Chicago, IL, United States

Financial Planning Solutions

As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals. Flexible ways to grow your business Our tools can integrate into your current......

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Colchester, United Kingdom

FinCalc Suite

Cashflow modeller Our comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately.  Leave no stone unturned and effectively present multiple 'scenarios' that can take into account even the most complex of situations.   Transvas More than just a TVC report generator, our Transvas module is a......

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Preston, United Kingdom

Fintegrate

Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......

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New York, NY, United States

FP Alpha

Stay ahead of the wave with the industry’s first intelligent planning solution AI-driven solutions Powerful, cutting-edge technology enables personalized and tailored advice to optimize your clients’ financial situations. The FP Alpha optimization score will help you ensure your clients are on track. Automated workflows Less time spent on manual tasks allows for a streamlined......

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Farmington, NM, United States

fpPathfinder

We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......

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Crowborough, United Kingdom

Fund Research

The SELECTAPENSION Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time. This essential tool illustrates which available funds meet your individual specified criteria, choosing from: Fund Performance Morningstar and OBSR Analyst Rating Fund Risk Rating Fund Size and Charge Fund Due Diligence Portfolio Management Fund Attributes including: Fund of Funds......

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Richmond, VA, United States

GDX360®

Power your practice with GDX360® The original goals-based wealth management platform Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities. Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk......

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Chicago, IL, United States

Genivity

Health is your client's largest asset. How are you protecting it? Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, and care cost planning. Genivity's dynamic client engagement tool that predicts family and lifestyle-based health risks to help advisors provide more......

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Chicago, IL, United States

Goal Bridge

See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......

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Larkspur, CA, United States

Goalkeeper

Innovative goals-based savings technology A simple, yet powerful technology that lets your customers save for anything and everything...no matter how small. Set as many goals as they want Pick a savings engine Savings happen automatically Free to your customer Deposits stay at your bank Be there at the beginning Every wealth account starts as a savings account. Goalkeeper......

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San Mateo, CA, United States

Guideline for Advisors

A modern 401(k) built for small businesses Guideline provides a turnkey, hassle-free 401(k). We take care of plan administration, compliance, recordkeeping, and more, to make your job easy—and help your clients offer a great 401(k). Intelligent investments, simplified Guideline serves as the CEFEX certified 3(38) on all of our plans. Our set lineup of......

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San Francisco, CA, United States

Harmony

Wishlife is a SaaS (software-as-a-service) company pioneering a new class of asset protection that secures, organizes and stores emotional assets. Qualitative non-monetary emotional assets are protected by the same trusted advisors that oversee quantitative financial assets. With a simple-to-use, multi-dimensional interface, Wishlife inspires users to make themselves and their wishes known,......

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College Station, TX, United States

Holistiplan

Making it simpler Holistiplan was created and designed by two CFP professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners.......

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New York, NY, United States

Hubly

We're on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We......

Mequon, WI, United States

i65

For millions of Americans, medicare is confusing & scary. Yes! You can provide your clients with easy-to-understand, expert Medicare guidance. i65 is the only software created by a nationally-recognized Medicare expert. With this unique tool, You can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid......

Boston, MA, United States

Income Advantage

Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most......

Hartford, CT, United States

IncomeConductor®

The world of advising is changing. IncomeConductor® meets that challenge head-on We understand how the industry functions, the regulations you need to comply with, and what your competition is doing to attract your top producers. IncomeConductor truly sets your company apart, gives your advisors a new value proposition, and allows you......

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Denver, CO, United States

Income Lab

Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......

Leawood, KS, United States

Income Solver

Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients. Generate extended portfolio longevity Demonstrate your advisor alpha Reduce tax liability for clients Maximize social security Minimize Medicare surcharges Compare withdrawal strategies side-by-side With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources......

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Bangkok, Thailand

Indego

Taking into account the interests and needs of customers is important. We provide independent and impartial advice and investment planning to clients. By taking the benefits and needs of customers as a priority Because of our corporate culture and concept of providing good and quality service to our customers. To build credibility with customers......

Washington, DC, United States

inStream Advisor

Increase wallet share, and overall client size by scaling the delivery of planning advice to your practice. Oversee the quality and delivery of financial planning advice. Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....

Washington, DC, United States

inStream Enterprise

Oversee the quality and delivery of financial planning advice Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....

London, United Kingdom

intelliflo planning

Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......

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Westborough, MA, United States

Intelligence Decision Tools

IDT is a new unique category of software… Automated Personal Financial Advice Our AI driven solution simulates the process of how human financial advisors work with clients, answering both routine and complex personal financial planning questions through a concise Q&A process typically taking a few minutes or less. IDT simplifies and automates......

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Sydney, NSW, Australia

Investfit™

Investfit™ projects your client’s financial future thousands of times for over 10,000 possible investment strategies. Investfit™ can be configured to include only those portfolios (asset allocations) that you are able to offer. Up to ten asset classes can be modelled, including, for example: Cash & deposits Bonds Property Australian shares International shares Traditional financial advice, based......

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Crowborough, United Kingdom

Investment Switching

The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving......

relevant regions
Franklin, TN, United States

iQuantifi

We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all. Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying......

St Martin, Guernsey

JCS Adviser Professional

Adviser Professional incorporates all of the capabilities of the Adviser Essential suite of products and gives the ability to choose additional options to deliver a tailored solution that best fits your business needs. Administration The comprehensive administration software enables you to effectively manage your client & policy administration, real time valuations and core back office requirements. Financial planning Using the......

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Fort Wayne, IN, United States

JourneyGuide

It’s time to think differently about retirement income. By 2030, 1 in 5 people will be retired. This means your parents, neighbors or friends could soon begin their retirement journey, if they haven’t already. They’ve made it to retirement—but are they prepared to make it through retirement? In today’s market, families are......

Subiaco, WA, Australia

KLIP

The first software in Australia to track and trace the delivery of every core financial planning process at practice and licensee level to the second. A step change in practice performance management, efficiency and profitability. Turn Around Time and Cost Per Unit of output for all key processes in your practice.......

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New York, NY, United States

Larkspur Executive PRO & Platinum

2020 started out with major social and market volatility. Virus fears are causing people to travel and interact less. Does this all mean that your only choice is to hunker down, put out client fires and weather the storm? That is what your competitors will do. We do not believe that......

Franklin, TN, United States

LifeArcPlan

Financial Architects & Consultants is a financial technology firm that develops proprietary systems for the financial services community. By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively!  Realizing there was a more efficient and compliant way to manage......

Nice, France

Lifestyle Strategies

Our unique model makes retirement savings a risk-controlled investment. It helps members to progressively lock-in their capital gains with a downside risk protection. The asset allocation is no more deterministic....

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Subiaco, WA, Australia

LiLLY

LiLLY replicates existing back office and paraplanning processes in a digitised environment to eliminate manual processing and the time and cost of SoA production. Significantly reducing turn-around times, cost to produce SoAs and production risk, LiLLY delivers unparalleled improvements to practise productivity, margins and profitability....

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Los Angeles, CA, United States

LoanBuddy

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Plano, TX, United States

LSLE - Data

With over 140 million rows of data, our proprietary data set consists of health and wealth life event data along with their corresponding expenses. Our proprietary algorithm (Predictive Computational Model) searches for, uncovers and correlates the most impactful events that could occur in a person's life.  ​Today, we can predict 12......

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Sydney, NSW, Australia

Map My Plan For Advisers

Wouldn’t it be great to be able to provide your clients and prospects with a living financial plan that they help to build? That's exactly what Map My plan for Advisers can do for your clients and your business. The platform will enable you to focus on providing the valuable......

Vacaville, CA, United States

MasterPlan Financial Software

With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......

Boston, MA, United States

Maxifi Planner for Advisors

MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. Learn more about how MaxiFi Planner PRO works The program presents detailed plans including a projected lifetime balance sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc.......

Boston, MA, United States

Maximize My Social Security For Financial Advisors

All possible filing strategies All major benefits All major rules and provisions Financial professionals love Maximize My Social Security because . . . the software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10,000 Baby Boomers are retiring every day and need to make Social Security benefit decisions they trust......

Sydney, NSW, Australia

Member Engagement Platform

One way to get peoples’ attention is for funds to answer members’ big question…. ‘How much will I have to live off when I retire?' SuperEd’s comprehensive member engagement platform is designed to do just this. As a virtual adviser, it coaches, guides and helps members who are planning for retirement,......

Powhatan, VA, United States

MoneyGuideElite℠

Includes all MoneyGuidePro® features plus: Total income modeling - dynamic distribution presentation module Advanced lifetime protection - protect your clients over their lifetime, not just today Secure income modeling - advanced annuity strategy modeling to cover essential expenses Tax planning - quantify the savings and illustrate the impact of tax strategies in the plan ...

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Powhatan, VA, United States

MoneyGuideOne℠

Online fact finder - give clients the ability to fact find on their time Health care cost smart goal - give advice on detailed health care costs in retirement Test variables in Play Zone® - the most collaborative way to help clients adjust what's in their control Allocation comparison - compare current and target......

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Powhatan, VA, United States

MoneyGuidePro®

Includes all MoneyGuideOne℠ features plus: What If worksheet - the power-user feature, change up to five scenarios in one place Plan summary - detailed, customizable executive summary and action items Custom report templates - customize report templates to fit your presentation flow Estate planning - Federal and State estate tax, flow charts and what ifs Custom......

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Mumbai, India

MoneyWare Financial Planning

Research shows that high-net-worth clients receiving financial planning from their primary wealth management advisor are nearly twice as likely to invest new assets with the firm as those who receive no planning. Financial advisors, today, handle an increasing number of clients with varying needs and have realized the criticality of......

Chicago, IL, United States

Morningstar® Advisor Workstation

Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......

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Chicago, IL, United States

Morningstar® Annuity Intelligence

Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products.  Complex characteristics, clearly explained No need to dig through......

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Chicago, IL, United States

Morningstar® Plan Advantage

An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......

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Seattle, WA, United States

my3B™ Advisor

Every financial advisor knows that trusted client relationships form the cornerstone of a successful advisory practice–and many believe this takes a lot of time. We don’t. We can help you build trust in a short period of time by having great conversations. Our solutions set the stage for a discussion on......

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Powhatan, VA, United States

MyBlocks℠

MyBlocks is transforming the advisor-client dynamic through interactive modules that allow clients to explore their lives and discover powerful answers to complex questions. Meet the needs of the extended family Your clients bring more to the table than their assets. They bring their family, extended family, and even friends. Expand your client......

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Royal Leamington Spa, United Kingdom

MyEva

Expert Digital Financial Guidance – The MyEva vision  MyEva helps employees to understand their personal financial wellness and then professionally guides and supports them to take control of their financial wellbeing and develop a mindset geared towards achieving their own personal life goals. The vision powering MyEva is simple yet radical: Bridge......

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Toronto, ON, Canada

MyPlanMap

Demonstrate - show off the ‘Shadow’ you know you do. Curate - easily curate a client experience that is just as easy for them. Engage - designed to make your client response rates skyrocket. Organize - never type a new client note again and save time. ...

Hawthorn, VIC, Australia

myprosperity for Advisers

Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......

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Milwaukee, WI, United States

NaviPlan®

Comprehensive financial planning software From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.  ...

relevant regions
Milwaukee, WI, United States

NaviPlan APIs

Our API technology With ongoing access to the NaviPlan APIs through our developer portal, your team will have access to continually updated and maintained calculations. This allows your tools to become scalable with less complexities. Evolving your digital strategy is now easier than ever with the ability to develop unique web......

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Milwaukee, WI, United States

NaviPlan® client portal

Collaborative fact finder Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience....

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Milwaukee, WI, United States

NaviPlan® for enterprise

Comprehensive planning Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization....

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Crowborough, United Kingdom

New Pension Projections

Calculate forecasts from regular contributions and single contributions. You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations. Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market. Instant due diligence......

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New York, NY, United States

Notification Center

Notification Center leverages the flexibility of OpenFin’s operating system to help employees work smarter with simple, yet effective controls built in. ...

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Leamington Spa, United Kingdom

now:plan

Built on the core focus:360° platform, now:plan delivers powerful modelling capabilities to deliver a truly interactive user experience that consumers and advisers alike find intuitive and engaging. Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them. The now:plan Cash Flow Modeller gives financial advisers an easy and engaging......

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Chattanooga, TN, United States

On-Ramp

Best for newer advisors that need help launching their career. For advisors: Cash flow mapping Open doors and build relationships with this easy-to-use financial planning software. Personalized onboarding Can a new driver easily navigate the terrain? Maybe, but why risk it? You'll get set up quickly and confidently with the CFM team. 1-on-1 on-going support We’re not......

relevant regions
Stockholm, Sweden

OutRank Credit and Mortgage Analytics

Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......

relevant regions
Stockholm, Sweden

OutRank Holistic Financial Planning

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......

relevant regions
Stockholm, Sweden

OutRank Short-to-Medium Term Savings

Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......

relevant regions
Kiama, NSW, Australia

Outsourced Paraplanning

Optimise your practice On average it takes 6.3 hours to complete just one SOA. Imagine what else you could be doing with that time for your clients and your business. Padua's Outsourced Paraplanning delivers rapid, compliant advice generation at a fraction of the cost of in-house teams. Free your resources and scale......

Greenwood Village, CO, United States

PartnerLink®

PartnerLink empowers our partners to have accurate and current information across their business by providing: The same information that plan sponsors see within the Plan Service Center A view into their block of business with Empower A list of all associated plans, as well as combined plan, participant and asset information Cross-plan reporting that allows......

Brussels, Belgium

PaxFamilia

An interface for all patrimonial needs PaxFamilia is a tailor-made platform, fully customisable to your own needs. Each tool is powerful alone, but the real magic happens when you use them together. Turnkey client Interface Bring your clients and their families peace of mind by offering them 24/7 access to their global wealth......

relevant regions
Newtown Square, PA, United States

PayForED

PayForED Software & Loan Solutions help you navigate the college planning, funding, and repayment journey. We work with employers, financial advisors, schools and individuals to help minimize student loan debt, identify student loan repayment options, and improve your financial future. Make the best financial college decisions with PayForED....

Wimbourne, United Kingdom

Pension Pathway

The Pension Pathway app provides retirees with an accurate and adaptable sustainable or ‘Personal Withdrawal Rate’ from their pension. Easy enough for an end-user to operate, automate as part of your client engagement programme or provide your advisers with this invaluable tool. All you need to do is: Enter starting balance Enter length......

relevant regions
Crowborough, United Kingdom

Pension Switching

Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......

relevant regions
Givatayim, Israel

Personetics Act

Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals: Engage customer over an extended time frame Self-adjusts by leveraging existing and acquired knowledge of the customer Encourage habit-forming ongoing financial wellness behavior Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals Engage customer over an extended......

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Perth, WA, Australia

Picture Wealth

How can PictureWealth help you? We help you understand and manage your money in three simple steps: Picture your wealth A picture paints a thousand words. We help you paint your financial picture by organising all your money matters in one place. Your Welfie (Wealth + Selfie) shows you your big picture. You can drill down into more......

Philadelphia, PA, United States

PlanFinder®

PlanFinder gives you the most useful search criteria to zero in on the plans nationwide. Search as broadly or as detailed as you wish. Want to find all plans maintained by physicians within 10 miles of your zip code with approximately $2,000,000 assets and fewer than 40 participants? No problem. You......

Stockton on Tees, United Kingdom

PlanHappy

All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......

relevant regions
Lindsay, ON, Canada

Planit

PlanPlus Planit is the award-winning financial planning software. PlanPlus offers a variety of options for Independent Financial Advisors in multiple currencies, languages and jurisdictions. Use PlanPlus Planit to integrate investment and financial planning advice into your practice simply and easily. As an individual subscriber you can benefit from the same level of......

Greenwood Village, CO, United States

Plan Service Center

Easy access to retirement and healthcare savings balances, asset allocations and plan activity State-of-the-art user interface Quarterly site updates and enhancements The PSC simplifies plan management and maintenance. By putting the information right at their fingertips, they can see how specific segments of their plan are tracking toward an established goal....

Richmond, VA, United States

PlantechHub

PlantechHub is a new type of financial planing software advisors will use to improve plan creation, presentation and client portal. ...

Greenwood Village, CO, United States

PlanVisualizer™

This powerful application provides a view of retirement plans like never before and makes it easier to help optimize plan design. Get an unprecedented view of plan data Model plan features and costs View retirement readiness of participants Compare participant savings in the current plan versus potential plan enhancements ...

Birmingham, United Kingdom

Platinum~Pro

SIPP~Pro SIPP~Pro has evolved over 20 years of constant regulatory change to be broad and deep, meeting the multifarious needs of all SIPP providers in today’s heavily regulated and competitive market Comprehensive SIPP regulatory and administration functionality, enabling automation of target operating model via seamless integration Drives data integrity, good governance and reduces......

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Detroit, MI, United States

Pocketnest

Financial planning made easy Personal financial planning should be simple and thorough. It’s not. Serving the next generation of consumers should be straightforward. It’s not. We’ve created something better.  We deeply understand millennials and Gen X. We seamlessly integrate with banks, advisors and credit unions. We make your relationship with your customers stronger. We’re the first and only financial app of its kind. Cue the......

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Boston, MA, United States

Portfolio Advantage

Taxes significantly impact investment returns ─ as the saying goes, “it’s not what you make, it’s what you keep.” With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings and identifies the tax-smart......

Chicago, IL, United States

Practice Advantage

Data Management and Aggregation ERS Data Aggregation is your data hub available in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners. Quality Data - Efficient Delivery An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently. We deliver consolidated plan data......

relevant regions
Milwaukee, WI, United States

Profiles™

Goal-based financial planning software Profiles is built for flexible analysis and quick assessments that will fit into your workflow. Profiles™ makes it simple for you to show your clients their potential financial future through holistic financial analysis, FINRA-compliant reporting, and high data security. ...

relevant regions
Zurich, Switzerland

Prospecting & Goal and Wealth Projection

Prospecting: Prospect proposal creation: UBS Partner enables client advisors to create proposals for prospects and clients by uploading external holdings and assets to the tool and simulating the situation where the client brings additional assets. Efficient prospecting: Advisors can showcase what would be possible should the client move more assets to their......

Crowborough, United Kingdom

QROPS Transfer Analysis

Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions. This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. We have a range......

relevant regions
Charleston, SC, United States

Questis for Advisors

Modernize your advisory. Here’s how Questis helps power your digital transformation. Make coaching scalable Our coaches help you empower more people, more effectively. Grow your business Generate sales, scale your book, and help participants build wealth. Heal financial fragility Holistic financial empowerment helps people and businesses succeed. Manage accounts better Our user-friendly dashboard helps you streamline and optimize. Personalized, predictive......

relevant regions
Charleston, SC, United States

Questis for Business

Questis uses behavioral science to help people heal their relationships with money, so they can thrive in their roles and bring their best selves to work. Recruit, retain, and uplift talent by providing Questis as an employee benefit....

relevant regions
Crowborough, United Kingdom

Rapid Reviewer

A time-saving tool which: Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements. Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios. Includes daily data updates containing historic performance information going back 10 years. Allows users to customise the review......

relevant regions
London, United Kingdom

Retirement Accumulation and Decumulation Platform

WealthObjects provides solutions that allow firms to efficiently engage with customers through the accumulation, at-retirement and decumulation phases....

Sydney, NSW, Australia

Retirement Income Forecasts

And that forecasts should provide a range of outcomes, so that the member knows their best and worst income scenario, as well as their most likely retirement income. Our sophisticated retirement income forecasting tool is powered by an intricate stochastic forecasting engine. The calculations allow for investment volatility aiding the member to......

Auckland, New Zealand

Retirement/KiwiSaver Investment Solution

An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......

relevant regions
Philadelphia, PA, United States

Retirement Plan Diagnostic®

This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against......

Philadelphia, PA, United States

Retirement Plan Efficiency Analysis®

In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnostic™. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models......

Munich, Germany

Retirement planning

Devexperts Retirement Solution consists of the back- and frontend of a system, which forecasts income for a set period of time. The system is equipped with data charting and visualization of a customer’s retirement portfolio. It demonstrates two retirement portfolio use cases: modelling of a possible situation and demonstration of a......

relevant regions
Crowborough, United Kingdom

Retirement Planning

Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.   Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement. ...

relevant regions
New York, NY, United States

Retirement Services for Financial Advisors

Why Partner with Paychex? All-in-One Solution Best-in-class Payroll Integration When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution.  Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve......

relevant regions
Arlington, VA, United States

Retirement Solutions

Effective retirement plan solutions for your clients E*TRADE Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include: Full-service recordkeeping, plan administration, and custodial services Plan design and support Plan documents and forms Participant enrollment materials and education Fiduciary support services We provide complete support services to help your......

relevant regions
Marietta, GA, United States

RetirementView Software - Professional Edition

This quick, simple and visual retirement income planning software can be used to create colorful illustrations that captivate your clients, build rapport, and enhance your sales efforts. Advisors and agents are using this to sell annuities, wealth management, life insurance, LTCi, annuities, indexed universal life, rollovers, 401k plans, reverse mortgages, disability or......

Shelton, CT , United States

RightCapital

Next generation financial planning software Differentiate your services with financial planning and tax planning Harness the industry’s first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. Our comprehensive suite of tools provides: social security optimization, sequence of return risk, stress testing, budgeting, cash flows and more....

Sydney, NSW, Australia

Roar Software

DynamicDocs Convert word-based advice documents (SOAs, ROAs, Strategy Papers) into web versions in just a few clicks Clients can post questions and comments to their advisers throughout the document Allow clients to actively confirm their understanding of your advice Highlight the value of your advice Financial Advisers Create your own financial planning eco-system Access to CRM, workflows......

Sister Bay, WI, United States

ROL Advisor

Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become life-centered planners, which simply means they put......

Plano, TX, United States

Ruth

RUTH Is an innovative predictive AI/ML technology that contextualizes the way compliance and risk professionals assess actual and potential risks efficiently and effectively. RUTH collects the KYC consumer, product and transaction data from a firm. This information is measured against the regulatory requirements for suitability, Reg BI and/or fiduciary parameters and......

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Melbourne, VIC, Australia

Secure Value Exchange

Centralised personal and business financials One solution for managing your clients’ personal and business affairs all in one place. Integrated wealth management for advisers Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs. Advise clients using real time data Automated feeds from banks, superannuation, property, share......

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Muncie, IN , United States

Silver

Keep planning simple with Silver Spend less time creating plans and more time on what really matters Silver is an easy, effective solution for busy planners. Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating financial plans. Instant, side-by-side scenario comparisons allow for rich......

San Francisco, CA, United States

Small Business 401k for Broker Dealers

In most cases, you can offer excellent options to meet their needs. However, what happens when a client operates a small business and wants the tax advantages of a 401k? All of a sudden, there are few good answers. You could direct them to a traditional 401k provider, but most offer......

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Sydney, NSW, Australia

SMSF Deed & Update Services

SUPERCentral SMSF Deed & Update Services Our unique update process reduces compliance risk, with all your SMSFs on the one set of SUPERCentral Governing Rules your firm also gains administration time and opportunity cost savings. You can also update all your SMSF’s to the SUPERCentral system through a simple update process......

Boston, MA, United States

Social Security Advantage

Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of......

San Diego, CA, United States

Social Security Maximizer™

The Social Security Maximizer™ standard version is free for all financial advisors. The premium version that gives unlimited access and customized client reports is available for a nominal fee. This software allows financial advisors to maximize the Social Security benefits for their clients. With its intuitive user interface, the tool......

Omaha, NE, United States

Social Security Timing®

Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Patented technology and support team simplify Social Security for you and clients When you subscribe to Social Security Timing® software, you get......

Leawood, KS, United States

SSAnalyzer

What you need to know after the rules change Even after the rule change, Social Security is still complicated. We still make it simple. Go beyond the basics With the SSAnalyzer, you get more advanced features and tools like our Coordinate Tab and tax calculators. Be an expert without the work The SSAnalzyer makes it easy......

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Whiteley, United Kingdom

Synaptic Analyser

To avoid people being unprepared for retirement, it's more important than ever to ensure that financial advisers have all the relevant facts and figures at their fingertips so they can provide the best advice to their customers. Synaptic Analyser is a great addition to our easy to use set of products,......

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Omaha, NE, United States

Tax Clarity

Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you......

Boston, MA, United States

Taxficient Score®

The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts. It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all......

Port Alberni, BC, Canada

The Big Picture

The Big Picture is web-based software that helps financial advisors build trust with investors by evaluating their down-market preparedness. The software reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Would their portfolio have survived history’s worst conditions, such as......

Clearfield, UT, United States

The Bucket Bliss Index

The next big thing in retirement income planning is here. You can make any retirement plan look good on paper, but what is the probability that the plan will prove to be successful for your client? The Bucket Bliss Index is a new tool embedded in Bucket Bliss Advisor that......

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London, United Kingdom

The Embark Platform

Embark is a new, retirement focused platform for financial advisers, designed to help you to unlock new, profitable client segments via easy to use and reliable technology. Although Embark is a new platform, it is part of the Embark Group, an independent and adviser focused provider with £11.4 bn assets under......

Chandler, AZ, United States

Thomas Gold Solutions

In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding. Our goal from day one has been to provide you with......

Basildon, United Kingdom

Timeline App

Timeline is a web app. It works on any browser, on any device! No download required. Timeline app isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a retirement strategy might fare under various market conditions....

Muncie, IN , United States

TOTAL

Handle the complications of client financial situations with highly flexible planning data and comprehensive reports TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your......

Brentwood, TN, United States

Touchstone Pathway

Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients'​......

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San Diego, CA, United States

Trust & Will

We’re making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy.  We’re backed by......

Kingswinford, United Kingdom

Truth®

Truth® and Truth® Pro’s cash flow modelling tools allow you to show clients a projection of their financial future, helping them to visualise, take stock, and take action. You can access our software from almost any internet-enabled device including iPad, Microsoft Surface, Windows PCs and Macs. Our comprehensive client-facing, practice management, and back office......

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Holly Springs, NC , United States

UGRU

UGRU is the #1 CRM financial practice management suite and is the best CRM financial planning software. It is a full featured, integrated financial CRM with sales force automation including contact management, sales forecasting, and sales pipeline management. Marketing automation includes mass email, drip campaigns, campaign analytics, and workflow automation. The......

Singapore, Singapore

Up Adviser

Digital financial planning Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime. Clear and transparent advice Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice. Better client collaboration Share plans with ease and collaborate more effectively with......

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Los Angeles, CA, United States

Vanilla

All of the benefits of working with top estate planning attorneys without the cost or hassle Between the efficiency of technology and partnering with one of the nation’s most recognized law firms, we are able to offer an end-to-end process that allows your clients to quickly create documents and receive a......

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New York, NY, United States

Vestwell

Modernize your retirement practice Rather than replacing advisors, we believe technology plays a vital role in helping you better deliver financial planning and advice. Vestwell is designed to work as an extension of your advisor firm so you can more efficiently service your clients. We can help design the right plan for your clients. Benchmark the plan We'll......

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Austin, TX, United States

VoyantGo

Give as much or as little guidance as you see fit Consumer-driven platform Invite your clients from AdviserGo and have them entering data in minutes. The same intuitive interface as AdviserGo makes the advice process as straightforward and streamlined as possible. Choose your advice method Use VoyantGo for fact finding and do the planning......

Boston, MA, United States

Wealth2k

We believe the future is about practicality and simplification. Our solutions scale because we combine tech with brilliant sales content. We offer a retirement income product that consumers actually understand. Advisors rely upon us to deliver better income plans while attracting investment assets of more than $10 billion, annually.  The Income......

Boston, MA, United States

Wealthbalancer

Here's the problem with most financial plans:  They're not plans at all. They are recommendations for a current investment allocation. Wealthbalancer from Northfield Information Services uniquely provides a year-by-year projection of how the investment allocation should evolve over time to reflect anticipated changes in life circumstances, such as college education, long-term care for......

Melbourne, VIC, Australia

WealthConnect

Creativemass’ WealthConnect product integrates the foundational components of the world leading Salesforce capability with the most advanced financial planning, wealth management and broking capabilities the market has seen. Complex, costly and proprietary technology systems will make way for powerful, configurable and customer-centric functionality that put your client first. As technology improves......

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Belrose, NSW, Australia

Wealthdigital

Keeping up-to-date can be difficult and time consuming. Knowing where to go for reliable answers when you need them is critical. wealthdigital (powered by Desk Caddie) provides a quick and easy solution for businesses of all sizes. And its unique goals-based strategy planning tool has the power to strengthen client relationships......

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White Plains, NY, United States

WealthIQ

WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client interactions. Faster asset acquisition As every sales advisor knows, creating financial portfolio proposals eats up time. The WealthIQ financial portfolio proposal generation......

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Raleigh, NC, United States

Wealthminder

Wealthminder helps individuals research and connect with financial advisors available to meet their needs. These financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, risk management, investment management, and all areas of financial planning....

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San Diego, CA, United States

Wealth Planner™

The Wealth Planner™ is a sophisticated yet intuitive planning platform that allows financial advisors to efficiently create both goals based and cash flow based financial plans. This online platform can be accessed via all leading web browsers on most computing devices, including smartphones and tablets, running on different operating systems (Windows, Mac, iOS, Android).......

New York, NY, United States

Wealth Scenario Generator

Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision making. It provides the modeling framework required to illustrate the likely range of financial outcomes for any investment strategy and cash-flow profile. This allows for the comparison of risk and return......

Toronto, ON, Canada

Wealthscope for Advisors

Improve efficiency:  Connect | Analyze | Plan Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time......

Fulton, MD, United States

WealthTec® Suite

WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving everyone from the mass affluent to high-net worth and ultra high-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the......

Boulder, CO, United States

WealthTrace

For advisors There is finally a financial and retirement planning solution for advisors that doesn't take hours of training. With our intuitive interface you can get started on your financial and retirement plans right away. Cut the time you spend building plans by more than half. Link all of your clients' accounts......

Marietta, GA, United States

WebCalcs

If your company needs Internet-based financial planning software, then consider our comprehensive and simple to use WebCalcs® software. We brand it to match your website. We host it. We maintain it. You just link to it....

Belmont, MA, United States

Whealthcare Planning

Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning. Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud. Some of our......

Westlake, OH, United States

Yourefolio

Modules and tools for all your needs Whatever your business needs, Yourefolio provides options to help with simple yet effective tools, modules and intangibles that provide distinct benefits for your practice. Engage clients and prospects by “stress testing” their estate plan The first of its kind “stress test” provides prospects and clients with an understanding......

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Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.