Quick Overview
- 1#1: RightCapital - Modern cloud-based financial planning software enabling advisors to create interactive, goal-based plans for clients.
- 2#2: eMoney Advisor - Comprehensive wealth management platform offering dynamic planning, client portals, and household-level insights.
- 3#3: MoneyGuidePro - Industry-leading goal-based financial planning tool integrated with Envestnet for scenario modeling and client engagement.
- 4#4: Advyzon - All-in-one platform combining financial planning, CRM, portfolio management, and billing for RIAs.
- 5#5: Wealthbox - User-friendly CRM built specifically for financial advisors to manage relationships and workflows.
- 6#6: Redtail CRM - Robust CRM solution tailored for financial professionals with compliance features and integrations.
- 7#7: Orion Advisor Tech - Advanced portfolio management and reporting platform for performance analysis and client reporting.
- 8#8: Holistiplan - Automated tax planning software that identifies tax-saving strategies within financial plans.
- 9#9: FP Alpha - AI-driven financial planning tool for rapid scenario analysis and plan optimization.
- 10#10: Morningstar Advisor Workstation - Investment analysis and research platform providing portfolio insights and asset allocation tools.
We ranked tools based on feature depth, usability, technical excellence, and overall value, ensuring only platforms that deliver superior performance for financial professionals made the cut.
Comparison Table
This comparison table explores top Financial Planners Software tools, including RightCapital, eMoney Advisor, MoneyGuidePro, Advyzon, Wealthbox, and more, offering insights into key features, usability, and client focus to guide informed software selection.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | RightCapital Modern cloud-based financial planning software enabling advisors to create interactive, goal-based plans for clients. | specialized | 9.7/10 | 9.8/10 | 9.4/10 | 9.2/10 |
| 2 | eMoney Advisor Comprehensive wealth management platform offering dynamic planning, client portals, and household-level insights. | enterprise | 9.1/10 | 9.5/10 | 8.7/10 | 8.8/10 |
| 3 | MoneyGuidePro Industry-leading goal-based financial planning tool integrated with Envestnet for scenario modeling and client engagement. | specialized | 8.7/10 | 9.4/10 | 7.9/10 | 8.2/10 |
| 4 | Advyzon All-in-one platform combining financial planning, CRM, portfolio management, and billing for RIAs. | enterprise | 8.7/10 | 9.1/10 | 8.4/10 | 9.0/10 |
| 5 | Wealthbox User-friendly CRM built specifically for financial advisors to manage relationships and workflows. | specialized | 8.4/10 | 8.6/10 | 9.2/10 | 7.9/10 |
| 6 | Redtail CRM Robust CRM solution tailored for financial professionals with compliance features and integrations. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.5/10 |
| 7 | Orion Advisor Tech Advanced portfolio management and reporting platform for performance analysis and client reporting. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 8 | Holistiplan Automated tax planning software that identifies tax-saving strategies within financial plans. | specialized | 8.4/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 9 | FP Alpha AI-driven financial planning tool for rapid scenario analysis and plan optimization. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.7/10 |
| 10 | Morningstar Advisor Workstation Investment analysis and research platform providing portfolio insights and asset allocation tools. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
Modern cloud-based financial planning software enabling advisors to create interactive, goal-based plans for clients.
Comprehensive wealth management platform offering dynamic planning, client portals, and household-level insights.
Industry-leading goal-based financial planning tool integrated with Envestnet for scenario modeling and client engagement.
All-in-one platform combining financial planning, CRM, portfolio management, and billing for RIAs.
User-friendly CRM built specifically for financial advisors to manage relationships and workflows.
Robust CRM solution tailored for financial professionals with compliance features and integrations.
Advanced portfolio management and reporting platform for performance analysis and client reporting.
Automated tax planning software that identifies tax-saving strategies within financial plans.
AI-driven financial planning tool for rapid scenario analysis and plan optimization.
Investment analysis and research platform providing portfolio insights and asset allocation tools.
RightCapital
specializedModern cloud-based financial planning software enabling advisors to create interactive, goal-based plans for clients.
Interactive client portal with real-time collaborative planning and one-page financial dashboards
RightCapital is a comprehensive cloud-based financial planning software tailored for financial advisors and planners, offering advanced tools for retirement projections, cash flow analysis, tax optimization, and estate planning. It features interactive visualizations, Monte Carlo simulations, and a client portal for real-time collaboration and engagement. The platform integrates seamlessly with popular CRMs and custodians, enabling efficient workflow automation and scenario modeling.
Pros
- Exceptionally robust feature set including dynamic cash flow modeling, Social Security optimization, and Roth conversion analysis
- Intuitive client portal with interactive 'what-if' scenarios that boost client engagement and retention
- Seamless integrations with over 100 CRMs, custodians, and tools for streamlined workflows
Cons
- Premium pricing may be steep for solo advisors or smaller firms
- Steeper learning curve for advanced features despite user-friendly interface
- Limited customization options for highly specialized planning needs
Best For
Financial planners and advisory firms seeking a client-centric, all-in-one platform for sophisticated retirement and holistic financial planning.
Pricing
Starts at $150 per advisor/month (billed annually), with tiered plans up to enterprise levels including unlimited clients and advanced support.
eMoney Advisor
enterpriseComprehensive wealth management platform offering dynamic planning, client portals, and household-level insights.
Household Pulse for a real-time, unified view of a client's entire financial picture across all accounts and assets
eMoney Advisor is a robust wealth management platform tailored for financial planners and advisors, offering comprehensive tools for holistic financial planning, account aggregation from over 14,000 sources, and advanced cash flow analysis. It enables advisors to build personalized plans with scenario modeling, goal tracking, and interactive client portals for enhanced engagement. The software integrates seamlessly with custodians and CRMs, providing a unified dashboard for managing client households.
Pros
- Comprehensive financial modeling with what-if scenarios and cash flow intelligence
- Highly engaging client portal for self-service planning
- Broad account aggregation and custodian integrations
Cons
- High cost suitable mainly for established firms
- Steep learning curve for new users
- Limited customization options for advanced workflows
Best For
Mid-to-large financial advisory firms needing an enterprise-grade platform for client-centric wealth planning.
Pricing
Custom quote-based pricing; typically $100-$250 per advisor/month depending on firm size and features.
MoneyGuidePro
specializedIndustry-leading goal-based financial planning tool integrated with Envestnet for scenario modeling and client engagement.
Patented Success Score, a single metric that quantifies a client's overall probability of achieving all financial goals simultaneously.
MoneyGuidePro is a leading financial planning software platform designed specifically for financial advisors and planners to develop comprehensive, goal-based financial plans for clients. It offers advanced tools for retirement planning, cash flow analysis, Monte Carlo risk simulations, and scenario modeling to visualize 'what-if' outcomes. The software integrates seamlessly with popular CRMs, custodians, and portfolio management systems, enabling holistic client portfolio reviews and customized reporting.
Pros
- Robust Monte Carlo simulations and probabilistic forecasting for accurate risk assessment
- Highly customizable goal-planning interface with intuitive visualizations
- Strong integrations with major CRMs like Salesforce and custodians like Schwab
Cons
- Steep learning curve for new users due to extensive feature depth
- Subscription costs can be prohibitive for solo advisors or small firms
- User interface feels dated compared to newer competitors
Best For
Established financial planning firms and advisors managing complex, high-net-worth client portfolios who need advanced analytics and scenario planning.
Pricing
Subscription-based, typically $2,500-$5,000 per advisor annually, with volume discounts for larger firms and custom enterprise pricing.
Advyzon
enterpriseAll-in-one platform combining financial planning, CRM, portfolio management, and billing for RIAs.
Unified householding view aggregating multi-custodian data for holistic client insights
Advyzon is an all-in-one wealth management platform designed for financial advisors and RIAs, integrating CRM, portfolio management, financial planning, billing, reporting, and client portals into a single system. It enables advisors to aggregate data from multiple custodians, automate rebalancing, and deliver customized client reports and interactive planning tools. The platform emphasizes efficiency, compliance, and client engagement through mobile apps and secure portals.
Pros
- Comprehensive all-in-one suite eliminates need for multiple tools
- Robust client portal and mobile app for enhanced engagement
- Strong integrations with custodians and cost-effective scaling
Cons
- Initial learning curve for advanced features
- Reporting customization can be limited without add-ons
- Customer support response times vary during high demand
Best For
Small to mid-sized RIAs and independent financial planners seeking an integrated, scalable platform for portfolio management and client servicing without high costs.
Pricing
Custom quotes based on users/AUM; starts at ~$275/advisor/month for core plans, with tiers up to enterprise levels around $1,000+/month.
Wealthbox
specializedUser-friendly CRM built specifically for financial advisors to manage relationships and workflows.
Interactive client timeline that visualizes all communications, tasks, and events in a single, chronological view for quick relationship insights.
Wealthbox is a cloud-based CRM platform designed specifically for financial advisors and wealth managers to streamline client relationship management. It offers tools for tracking client interactions, managing tasks and workflows, building opportunity pipelines, and maintaining a centralized contact database. With strong integrations to financial planning software like RightCapital, eMoney, and Morningstar, it enhances efficiency for financial planners handling complex client portfolios.
Pros
- Intuitive, modern interface that's easy to adopt
- Robust mobile app for on-the-go access
- Seamless integrations with 100+ financial tools
Cons
- Pricing is premium compared to general-purpose CRMs
- Reporting features are basic without add-ons
- Limited advanced automation in lower tiers
Best For
Financial planners and advisors seeking a user-friendly CRM that integrates deeply with their financial tech stack without steep learning curves.
Pricing
Starts at $55/user/month (billed annually) for Essential plan; scales to $95/user/month for Elite with advanced automations and support.
Redtail CRM
specializedRobust CRM solution tailored for financial professionals with compliance features and integrations.
Seamless, native integrations with major financial planning platforms like eMoney and Morningstar, reducing data silos.
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors and planners, enabling efficient client data management, task automation, and secure document storage. It excels in integrating with popular financial planning tools like eMoney, MoneyGuidePro, and RightCapital, streamlining workflows from onboarding to ongoing advisory services. The software emphasizes compliance features such as audit trails and data encryption to meet regulatory standards in the financial industry.
Pros
- Extensive integrations with 50+ financial tools and custodians
- Robust compliance and security features for regulated environments
- Customizable workflows and mobile app for on-the-go access
Cons
- Interface feels somewhat dated compared to modern CRMs
- Advanced reporting requires add-ons or integrations
- Pricing lacks transparency and can escalate for larger teams
Best For
Financial planners and advisors in mid-sized firms who need deep integrations with planning software and strong compliance tools for client management.
Pricing
Quote-based subscription; typically starts at $99/user/month for basic plans, with CRM+ enhancements and enterprise tiers up to $200+/user/month.
Orion Advisor Tech
enterpriseAdvanced portfolio management and reporting platform for performance analysis and client reporting.
Universal Account Feed for automated, accurate data aggregation from 100+ custodians
Orion Advisor Tech is a cloud-based portfolio management and reporting platform tailored for financial advisors and wealth managers. It provides comprehensive tools for performance tracking, automated rebalancing, billing integration, and client portals, enabling a unified view of client assets across multiple custodians. The software excels in data aggregation via its Universal Account Feed and supports CRM integrations for streamlined workflows. Overall, it empowers advisors to deliver sophisticated portfolio insights and client experiences.
Pros
- Exceptional customizable reporting and analytics capabilities
- Seamless multi-custodian data aggregation
- Robust client portal and mobile advisor access
Cons
- Pricing can be prohibitive for small or solo practices
- Steep learning curve for advanced customization
- Occasional delays in support response times
Best For
Mid-sized to large advisory firms needing scalable portfolio management and advanced reporting.
Pricing
Custom pricing based on AUM and features, typically $2-5 per $1,000 AUM annually, starting around $10,000/year for smaller firms.
Holistiplan
specializedAutomated tax planning software that identifies tax-saving strategies within financial plans.
Deep, bidirectional integration with tax software like UltraTax and Lacerte for automated tax return imports and projections
Holistiplan is a holistic financial planning software tailored for financial advisors, emphasizing tax-integrated planning, retirement projections, and cash flow analysis. It seamlessly integrates with popular tax preparation tools like UltraTax CS and Lacerte, enabling accurate tax projections, Roth conversion ladders, and deduction bunching strategies. The platform also provides Monte Carlo simulations, net worth tracking, client portals, and scenario modeling to deliver comprehensive client plans.
Pros
- Exceptional tax software integrations for real-time projections
- Powerful tools for Roth conversions, QCDs, and tax optimization
- Intuitive client portal and scenario planning features
Cons
- Higher pricing tiers may not suit solo advisors
- Limited native CRM and investment portfolio management
- Steeper learning curve for advanced tax modeling
Best For
Advisors specializing in tax-sensitive retirement planning who integrate closely with tax prep workflows.
Pricing
Essential ($99/user/mo), Pro ($199/user/mo), Elite ($299/user/mo); annual billing discounts available.
FP Alpha
specializedAI-driven financial planning tool for rapid scenario analysis and plan optimization.
Alpha OS AI engine providing real-time, data-backed financial intelligence and scenario analysis in seconds
FP Alpha is an AI-powered financial planning platform tailored for financial advisors and planners, offering instant research, portfolio analysis, and scenario modeling. It leverages proprietary AI to deliver unbiased market insights, compliance checks, and customizable client reports. The tool integrates with popular CRMs and planning software to streamline workflows and enhance advisory efficiency.
Pros
- Lightning-fast AI-driven research and insights
- Strong portfolio analytics and scenario planning
- Seamless CRM integrations for efficient workflows
Cons
- Higher pricing may deter solo practitioners
- Occasional need for manual verification of AI outputs
- Limited free trial or demo access
Best For
Financial planners and advisory firms looking for AI automation in research, analysis, and reporting to scale client services.
Pricing
Custom enterprise pricing starting around $150 per user per month, with tiered plans based on usage and features.
Morningstar Advisor Workstation
enterpriseInvestment analysis and research platform providing portfolio insights and asset allocation tools.
Portfolio X-Ray® tool for deep-dive analysis of holdings, style drift, and overlap across investments
Morningstar Advisor Workstation is a robust investment research and portfolio management platform tailored for financial advisors and planners. It provides access to Morningstar's extensive database of mutual funds, ETFs, stocks, and other securities, along with advanced tools for portfolio analysis, asset allocation, performance reporting, and client proposals. The software emphasizes data-driven insights to support investment selection, risk assessment, and compliance needs in financial planning practices.
Pros
- Comprehensive research library with proprietary ratings and analytics
- Powerful portfolio X-Ray and performance attribution tools
- Highly customizable client reporting and proposal generation
Cons
- Steep learning curve and complex interface for new users
- High subscription costs that may not suit smaller practices
- Occasional data lags and integration challenges with other software
Best For
Experienced financial planners managing significant assets who prioritize in-depth investment research and analytics over simplicity.
Pricing
Subscription-based, typically $10,000–$30,000 annually per advisor, scaled by assets under management and features selected.
Conclusion
The top 10 tools showcase diverse strengths, with RightCapital leading as the standout choice for its modern, cloud-based approach to creating interactive, goal-based client plans. eMoney Advisor and MoneyGuidePro follow closely, offering comprehensive wealth management and robust scenario modeling respectively, making them strong alternatives for varied needs.
Begin enhancing your client planning journey by trying RightCapital, its intuitive tools designed to transform how you build and present financial strategies.
Tools Reviewed
All tools were independently evaluated for this comparison