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Business FinanceTop 10 Best Goal Based Investing Software of 2026
Top 10 goal based investing software ranking for investors. Includes eMoney Advisor, Nitrogen, and Wealthfront with criteria, pros, and tradeoffs.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Agents extract product evidence with provenance, then collect written reviews and transcribe video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
eMoney Advisor is the best pick for advisory teams that need recurring goal plan updates with controlled access because its goal probability runs link multi-goal assumptions to measurable funding gaps, while Wealthfront is the easier fit for individuals who want automated goal planning plus portfolio management since it keeps Monte Carlo success modeling tied to ongoing investing.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
eMoney Advisor
Monte Carlo style goal probability runs tied to multi-goal funding strategies, with proposal-ready plan outputs for client reviews.
Best for: Fits when advisory teams need recurring goal plan updates with scenario ranges and controlled access.
Nitrogen
Editor pickBuilt-in goal success views tied to configurable funding paths and repeatable scenario runs.
Best for: Fits when advisor teams need recurring goal-based planning with scenario comparisons and tracked outcomes.
Wealthfront
Editor pickGoal probability of success modeling using Monte Carlo simulation linked to ongoing portfolio management.
Best for: Fits when individual investors want multi-goal tracking plus automated portfolio management.
Comparison Table
eMoney Advisor
enterpriseClient planning software with goal tracking, account aggregation, scenario analysis, and advisor-led investment planning tools.
Monte Carlo style goal probability runs tied to multi-goal funding strategies, with proposal-ready plan outputs for client reviews.
eMoney Advisor fits teams that need goal probability of success views alongside concrete plan artifacts like glide path style contributions, withdrawal sequencing inputs, and proposal-ready outputs. The integration surface tends to focus on importing portfolio holdings and aligning planning assumptions with custodial and account data so scenario runs reflect current positions. The tradeoff is that deeper automation and extensive external system orchestration depend more on the specific integration paths available to the account and workflow rather than a fully open automation layer.
eMoney Advisor works best when advisors run plan updates on a recurring cadence, compare scenarios, and communicate funding gaps tied to specific goals. It is a stronger fit for practice groups that require controlled access across an advisor workstation and shared planning artifacts, rather than solo planning where customization and automation depth across many systems are the top priority.
Teams that need liability cash-flow schedule alignment and detailed household cash flow reporting get clearer linkage between assumptions and outcomes, especially when adjusting funding strategies goal by goal. Organizations that expect every planning workflow to be externally orchestrated through a broad public API may need to map those needs to the available integration connectors first.
- +Goal probability outputs connect assumptions to measurable funding gaps
- +Household cash flow and portfolio-linked assumptions support consistent plan reviews
- +Scenario stress testing helps show downside ranges across multiple goals
- +Role-based access and audit trail support controlled advisor-team workflows
- –Extensibility depends on available integration connectors, not full custom orchestration
- –Multi-step plan configuration can slow rapid iteration during early discovery
RIA planning teams
Run multi-goal scenarios for reviews
Client decisions on tradeoffs
Advisor practices
Align cash flow assumptions with portfolios
Less rework on inputs
Show 2 more scenarios
Operations and compliance
Control access to plan changes
Traceable plan modification history
RBAC and audit logs support governance for shared planning workspaces and revision history.
Retirement-focused advisors
Model withdrawal sequencing outcomes
Clear sequence-driven expectations
Advisors compare scenarios by adjusting withdrawal assumptions and observing impacts on goal funding.
Best for: Fits when advisory teams need recurring goal plan updates with scenario ranges and controlled access.
Nitrogen
enterpriseAdvisor software for risk tolerance, proposal generation, and portfolio alignment with client goals and preferences.
Built-in goal success views tied to configurable funding paths and repeatable scenario runs.
Nitrogen targets goal-based wealth planning workflows where advisors need to connect household inputs, portfolio holdings, and goal assumptions to repeatable outputs. It is most useful when teams run frequent revisions, compare scenarios across time horizons, and track whether goals are on track between planning cycles. The tool’s practical fit improves when integrations must feed holdings and keep projections aligned with the latest client data.
A key tradeoff is that complex planning logic demands upfront configuration so the team’s goal hierarchy, assumptions, and modeling preferences are consistent across households. Nitrogen fits best for advisors running recurring planning at scale, such as annual review cycles plus triggered updates after contributions or withdrawals.
- +Multi-goal planning workflow supports repeatable client reviews
- +Scenario modeling helps advisors compare funding approaches over time
- +Holdings and external data ingestion reduce manual reconciliation work
- +Goal tracking outputs support ongoing conversations after proposals
- –Advanced configuration is needed to keep modeling assumptions consistent
- –Workflow depth can slow first-time setup for small practices
RIA advisors running annual reviews
Update household goals with new cash flows
Faster plan refreshes
Wealth ops analysts coordinating data
Ingest holdings and keep projections aligned
Reduced spreadsheet reconciliation
Show 1 more scenario
Advisor teams managing multiple goals
Compare funding paths across goal hierarchy
Clearer goal tradeoffs
Contrast scenario outcomes to prioritize tradeoffs between near-term needs and long-term goals.
Best for: Fits when advisor teams need recurring goal-based planning with scenario comparisons and tracked outcomes.
Wealthfront
robo-advisorAutomated investing service with goal planning, Path tool, and cash management.
Goal probability of success modeling using Monte Carlo simulation linked to ongoing portfolio management.
Wealthfront’s goal workflow centers on defining objectives and mapping them to portfolios that match risk tolerance and time horizon. The planning experience is backed by a Monte Carlo simulation engine for goal probability of success, rather than only static projections. The platform then runs ongoing portfolio management that can rebalance as allocations drift.
A practical tradeoff is that Wealthfront is mostly advisor-managed and not designed for extensive custom modeling such as complex goal hierarchies or advanced liability cash-flow scheduling. Wealthfront fits well when investors want multi-goal tracking and hands-off portfolio maintenance for taxable and cash needs without building custom optimization logic.
- +Monte Carlo goal probability tracking for multi-goal progress
- +Tax-loss harvesting integration for eligible taxable accounts
- +Goal-aligned portfolio management with ongoing rebalancing
- +Clear separation of near-term cash needs and investing timelines
- –Limited depth for custom optimization across complex goal hierarchies
- –Less suited for liability-driven cash-flow matching workflows
Solo investors
Track retirement and education goals
Improved goal shortfall visibility
Taxable-account investors
Reduce taxes while investing
Lower realized taxable gains
Show 1 more scenario
Households
Combine cash and investing objectives
Better timeline alignment
Near-term targets route to cash needs while longer goals map to managed portfolios.
Best for: Fits when individual investors want multi-goal tracking plus automated portfolio management.
Betterment
robo-advisorRobo-advisor with goals-based investing and automated portfolio management.
Goal tracking that continuously maps scheduled contributions to goal progress while automation keeps portfolios aligned to targets.
Betterment is a goal-based investing offering that pairs automated portfolio management with goal tracking for households focused on outcomes. It supports goal funding workflows driven by scheduled contributions, and it ties planning inputs to ongoing portfolio changes through rebalancing behavior.
- +Goal-focused dashboards connect contributions to progress without manual modeling
- +Automation handles rebalancing behavior as portfolios drift from targets
- +Scenario planning shows outcome distributions for goal probability of success
- +Household onboarding reduces the need for spreadsheet-heavy setup
- –Limited advisor-grade customization for complex goal hierarchies
- –Household balance sheet aggregation is not designed for full liability cash-flow schedules
- –Integration options for custodian data feeds and OFX-style aggregation are constrained
- –Scenario stress testing depth is weaker than tools built for scenario libraries
Best for: Fits when individuals want automated goal funding and scenario-driven confidence without advisor workflow overhead.
Ellevest
robo-advisorGoal-based investing platform tailored for women with multiple planning goals.
Goal tracking dashboard that ties portfolio performance to each specific milestone’s progress over time.
Ellevest turns household financial inputs into goal-based investing plans that track progress toward specific milestones. The workflow centers on goal tracking and ongoing portfolio guidance, with Monte Carlo-style outcome thinking used to illustrate funding likelihood across time horizons.
- +Goal dashboard keeps multiple milestones visible in one planning view
- +Outcome-focused projections help set expectations for reaching planned targets
- +Portfolio guidance updates as account holdings and allocations change
- +Account-linked data reduces manual bookkeeping for planning inputs
- –Limited automation depth for advisor workstreams and portfolio governance
- –Import and holdings normalization options are narrower than custodian-feed tools
- –Multi-entity household rollups offer less control than full balance sheet models
- –Export formats for reporting workflows are not positioned for advanced compliance packs
Best for: Fits when individual investors need ongoing goal tracking with periodic portfolio guidance and minimal operational overhead.
Vanguard Digital Advisor
robo-advisorAutomated investing service with goal-based financial planning.
Goal status and success likelihood reporting that updates through adviser-driven planning sessions and then carries into client portal visibility.
Vanguard Digital Advisor is a goal based investing workflow built around Vanguard’s portfolio construction and adviser experience. It supports goal tracking with recurring contributions, probability of success style reporting, and scenario views for planning changes.
- +Goal tracking dashboard ties plan updates to adviser workflows
- +Scenario testing helps advisers explain change impacts on success likelihood
- +Proposal generation produces shareable outputs for client conversations
- +Client portal displays goal status without reworking plan details
- –Multi goal optimizer controls can feel constrained for custom constraints
- –Custodian integration options depend on supported data feeds and imports
- –Tax specific planning depth is limited for complex withdrawal strategies
- –Liability cash flow modeling requires more setup discipline than expected
Best for: Fits when advisers want goal based planning tightly aligned to Vanguard portfolios and shareable client reporting.
Voyant
enterpriseFinancial planning software that models client goals, cash flow, and alternative scenarios for advisor investment planning.
Proposal ready goal funding outputs from a guided advisor workflow that keeps scenario and recommendation context together.
Voyant is a goal based investing tool that emphasizes advisor workflow and proposal-ready outputs rather than a generic plan builder. The core experience centers on goal tracking tied to funding plans, with scenario testing aimed at showing how assumptions affect goal funding outcomes.
- +Advisor oriented planning flow that reduces handoffs between plan steps
- +Household oriented inputs support multi account context for goal funding
- +Scenario testing makes assumption changes visible in goal outcomes
- +Proposal and reporting outputs are designed for delivery and client review
- –Integration depth varies by custodian and holdings source with manual ingestion likely
- –Automation and API surface are limited compared with higher integration peers
- –Goal optimization needs careful assumption setup to avoid misleading priorities
- –Governance controls like granular RBAC and audit trails are not a standout
Best for: Fits when advisors need goal funding proposals and scenario views without heavy engineering or deep systems integrations.
Asset-Map Goals Planning
SMBAdvisor software that visualizes household finances and supports goal-focused planning discussions tied to investment advice.
Goal probability of success driven goal tracking that keeps scenarios and monitoring aligned to each goal’s funding trajectory.
Asset-Map Goals Planning targets goal-based wealth planning with a focus on adviser-driven workflow for turning inputs into goal-level funding views. Its core value comes from goal probability of success calculations, goal tracking dashboards, and scenario stress testing designed around individual goal outcomes rather than just portfolio reports.
- +Goal probability of success outputs tie planning directly to goal achievement
- +Scenario stress testing supports structured comparisons across planning assumptions
- +Goal tracking dashboards keep ongoing monitoring goal-centric
- +Multi-goal reviews remain readable when goals have different time horizons
- –Integration depth depends heavily on how custodians or portfolio imports are handled
- –Assumption tuning can become time-consuming for large goal sets
- –Liability modeling coverage can feel narrower than dedicated liability-focused tools
- –Regulatory reporting exports may not match every firm’s internal reporting format
Best for: Fits when advisers want goal-centric planning views with probability-based outcomes and scenario comparisons.
Schwab Intelligent Portfolios
robo-advisorAutomated investment account with goal planning and tax-loss harvesting.
Model portfolio allocation and rebalancing run as an integrated automated workflow tied to Schwab account setup.
Schwab Intelligent Portfolios places investor inputs into an automated portfolio selection workflow and continuously rebalances across a model-based allocation. The core experience centers on risk and goal questionnaires, goal tracking dashboards, and iterative scenario adjustments that show likely outcomes over time.
- +Goal questionnaire drives a model portfolio allocation workflow
- +Rebalancing guidance is packaged inside the automated account experience
- +Goal tracking dashboard presents outcome changes as assumptions update
- +Friction is low for investors who want Schwab custody and reporting
- –Customization is limited compared with spreadsheet or advisor workstation goal models
- –Automation reduces visibility into optimizer assumptions and trade sequencing
- –Household-level goal hierarchy and liability cash-flow modeling are thin
- –External plan exports and workflow integrations are not built for heavy automation
Best for: Fits when investors want automated goal-based allocations inside Schwab accounts with minimal planning overhead.
Personal Capital (Empower)
consumer wealthWealth management dashboard with goal planning, retirement planner, and fee analyzer.
Continuous goal progress tracking that updates projections after account and cash-flow inputs change.
Personal Capital (Empower) is a goal-based wealth planning tool that combines budgeting, portfolio aggregation, and goal tracking in one advisor-facing workflow. Goal planning centers on a retirement-first view with scenario work and probability of success style outputs driven by portfolio and cash-flow inputs.
- +Strong portfolio and cash-flow aggregation to keep projections current
- +Scenario planning supports iterative assumption changes during reviews
- +Goal tracking dashboard shows progress and shortfall over time
- +Works well for multi-account household planning workflows
- –Goal granularity can feel retirement-centric versus broad goal hierarchies
- –Automation controls and API extensibility are limited for custom integrations
- –Household modeling depends heavily on clean account categorization
- –Advanced optimization depth is narrower than dedicated goal optimizers
Best for: Fits when advisors need retirement-focused goal tracking with frequent data refresh and repeatable client plan updates.
Conclusion
After evaluating 10 goal based investing software, eMoney Advisor stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Goal Based Investing Software
Goal based investing software turns client goals into measurable funding plans by connecting contribution timing, portfolio assumptions, and scenario outcomes into a single planning workflow. This guide covers eMoney Advisor, Nitrogen, Wealthfront, Betterment, Ellevest, Vanguard Digital Advisor, Voyant, Asset-Map Goals Planning, Schwab Intelligent Portfolios, and Personal Capital.
The ranked tools differ in how they produce goal probability or success views, how they automate updates when accounts change, and how much control they give advisors over multi-goal funding logic. The strongest fit depends on whether the planning work needs recurring proposal-ready outputs like eMoney Advisor or continuous consumer-style goal tracking with portfolio drift handling like Betterment.
Goal Based Investing Software that models funding success across multi-goal portfolios
Goal based investing software builds goal funding projections that link planned cash flows to portfolio performance assumptions and produce goal success indicators. eMoney Advisor uses Monte Carlo style goal probability runs that tie assumptions to measurable funding gaps across multi-goal strategies.
Goal based investing software also varies in how it handles ongoing updates and automation inside the planning workflow. Wealthfront couples Monte Carlo goal probability tracking for multi-goal progress with tax-loss harvesting integration for eligible taxable accounts, while Betterment maps scheduled contributions to goal progress and uses automation to manage rebalancing behavior as portfolios drift from targets.
Key evaluation points for Goal Based Investing Software
Goal based investing software earns its place when it turns household inputs into goal success indicators that match the planning workflow used by advisors or the day-to-day behavior used by consumers. The strongest differentiators show up in how each tool connects goal assumptions to funding gaps and how it carries those assumptions forward when accounts and contributions change.
Monte Carlo style goal probability tied to multi-goal funding logic
eMoney Advisor runs Monte Carlo style goal probability outputs tied to multi-goal funding strategies and creates proposal-ready plan outputs for client review. Wealthfront also provides Monte Carlo goal probability tracking for multi-goal progress, but its customization for complex goal hierarchies is thinner.
Recurring scenario runs with funding paths and tracked outcomes
Nitrogen builds goal success views tied to configurable funding paths and repeatable scenario runs for ongoing client updates. Voyant supports proposal-ready goal funding outputs from a guided advisor workflow that keeps scenario and recommendation context together.
Automation that maps contributions to goal progress and rebalancing behavior
Betterment continuously maps scheduled contributions to goal progress and uses automation to manage rebalancing behavior when portfolios drift from targets. Betterment also keeps the goal funding view operational by updating progress without requiring repeated manual modeling.
Goal success views that update through workstation or consumer workflows
Vanguard Digital Advisor ties goal tracking and success likelihood reporting to adviser-driven planning sessions and then carries those updates into client portal visibility. Personal Capital (Empower) updates projections continuously after account and cash-flow inputs change, which supports iterative retirement-focused reviews.
Household context and multi-account aggregation for goal funding
eMoney Advisor links household cash flow and portfolio-linked assumptions to consistent plan reviews, which helps keep scenario updates grounded in cash-flow reality. Voyant provides household oriented inputs that support multi-account context for goal funding, while Betterment focuses on goal dashboards driven by scheduled contributions.
Integration depth and how holdings sources affect automation
Wealthfront includes tax-loss harvesting integration for eligible taxable accounts, which increases automation value for supported accounts. Voyant shows variable integration depth depending on custodian and holdings source, which can force manual ingestion for some workflows.
How to choose Goal Based Investing Software for control depth and workflow fit
Start by matching the system’s goal modeling output to the way client conversations happen. Tools built around proposal-ready scenario context and probability views work best when advisors run recurring plan revisions, while tools built around continuous tracking work best when consumers need frequent progress updates.
Choose Monte Carlo probability outputs when goal funding gaps must be quantified
Pick eMoney Advisor when multi-goal strategies need Monte Carlo style goal probability runs tied to measurable funding gaps and proposal-ready plan outputs for client review. Pick Wealthfront when ongoing portfolio management should stay connected to Monte Carlo goal probability tracking for multi-goal progress.
Choose repeatable scenario runs when teams need consistent assumption management over time
Pick Nitrogen when goal success views must stay tied to configurable funding paths and repeatable scenario runs for recurring client updates. Pick Asset-Map Goals Planning when goal probability of success outputs must stay aligned to each goal’s funding trajectory and scenario monitoring must remain structured across assumptions.
Choose continuous goal mapping and automation when contributions should drive progress
Pick Betterment when scheduled contributions need to map directly to goal progress with automation keeping portfolios aligned to targets as they drift. Pick Ellevest when goal tracking must keep multiple milestones visible in one view and portfolio performance must be tied to each milestone’s progress over time.
Choose advisor-workflow goal reporting when client visibility depends on portal handoffs
Pick Vanguard Digital Advisor when goal status and success likelihood reporting must update through adviser planning sessions and then carry into client portal visibility. Pick Personal Capital (Empower) when frequent refresh cycles are needed after account and cash-flow inputs change during retirement-focused plan reviews.
Choose guided advisor proposal flows when scenario context must stay attached to recommendations
Pick Voyant when proposal-ready goal funding outputs must come from a guided advisor workflow that keeps scenario and recommendation context together. Avoid choosing Voyant when integration depth variability with custodians would force manual ingestion for the target accounts.
Avoid tools that hide optimizer assumptions when constraint tuning must be explicit
Avoid Schwab Intelligent Portfolios when customization must exceed model-based allocation and when optimizer assumption visibility and trade sequencing matter for advisor-grade planning. Avoid it when complex goal hierarchy constraints need optimizer controls beyond what Schwab packages into its account setup flow.
Who Goal Based Investing Software fits best
Goal based investing software fits teams and individuals who need goal success indicators that change as contributions and portfolio performance assumptions change. The best fits depend on whether the work is run as recurring proposal updates or as continuous tracking with automated portfolio behavior.
Advisor teams running recurring goal plan updates
eMoney Advisor and Nitrogen provide recurring goal probability or success views tied to multi-goal funding logic and scenario runs that support repeatable client reviews. Voyant also supports goal funding proposals with scenario and recommendation context held together in a guided flow.
Advisors who need portal-carry-through reporting from planning sessions
Vanguard Digital Advisor ties goal tracking and success likelihood updates to adviser-driven planning sessions and then shares that visibility in the client portal. This matches workflows where the planning workstation and client portal must show aligned goal status.
Individuals who want automation tied to scheduled contributions
Betterment maps scheduled contributions to goal progress and automates rebalancing behavior as portfolios drift from targets. Ellevest also keeps a goal tracking dashboard focused on milestones with ongoing progress views and outcome-focused projections.
Investors focused on portfolio drift and model allocation automation inside a single broker setup
Schwab Intelligent Portfolios ties a goal questionnaire to model portfolio allocation and automated rebalancing tied to Schwab account setup. This fits investors who want automated goal-based allocations with minimal planning overhead.
Advisors or planners handling frequent data refresh and retirement-focused iterations
Personal Capital (Empower) aggregates portfolio and cash-flow inputs to keep projections current and supports iterative assumption changes during reviews. This fits retirement-focused goal tracking where updates must follow input changes quickly.
Common pitfalls when buying Goal Based Investing Software
Buyer mistakes usually come from choosing the wrong goal output style for the client workflow. Teams that need probability-based funding gaps can end up with tools that focus more on dashboard progress mapping, and teams that need advisor-grade control can end up with automation-heavy tools that reduce visibility into optimization logic.
Selecting a tool that emphasizes dashboard goal progress without matching the need for quantified funding gaps
Betterment and Ellevest provide goal-focused dashboards that connect contributions to progress, but they have limited advisor-grade customization for complex goal hierarchies. eMoney Advisor and Nitrogen fit better when probability outputs must link assumptions to measurable funding gaps.
Assuming advanced goal hierarchy optimization will be available for complex constraints
Wealthfront has limited depth for custom optimization across complex goal hierarchies and focuses on Monte Carlo goal probability tracking with ongoing portfolio management. Schwab Intelligent Portfolios also limits customization versus spreadsheet or advisor workstation goal models.
Overestimating automation when custodian integration depth varies by holdings source
Voyant integration depth depends heavily on custodians and holdings source, which can lead to manual ingestion for some workflows. Nitrogen and eMoney Advisor are stronger options when repeatable scenario runs and consistent assumptions must stay operational with less manual handling.
Ignoring workflow friction caused by multi-step configuration when plans must iterate quickly
eMoney Advisor’s multi-step plan configuration can slow rapid iteration during early discovery, and Nitrogen advanced configuration can be needed to keep modeling assumptions consistent. Teams that iterate assumptions daily should validate how quickly scenario runs can be reproduced.
Choosing a liability cash-flow matching workflow without verifying the platform’s fit
Betterment and Ellevest focus on contribution mapping and goal milestone dashboards rather than liability cash-flow schedule depth. Personal Capital (Empower) and eMoney Advisor align better with cash-flow centric planning when retirement goal updates require frequent refresh cycles tied to cash-flow inputs.
How analysts built the Goal Based Investing Software shortlist
Analysts gathered the full set of candidate tools by searching for goal based investing software products that support goal success or goal probability outputs and that can update those views as inputs change. Analysts opened the original publication pages and copied each figure alongside the passage that states it, then compared each retained figure against official documentation and the changelog.
Analysts also checked whether any cited benchmark matched the benchmark source when a benchmark was referenced, and eMoney Advisor was held to the strongest bar because it pairs Monte Carlo style goal probability runs with proposal-ready plan outputs tied to multi-goal funding gaps and recurring client review workflows. The final shortlist kept the tools whose documented capabilities matched the copied figures and that showed consistent goal tracking behavior aligned to their stated planning workflows.
Frequently Asked Questions About Goal Based Investing Software
How do eMoney Advisor and AdvisoryEngine handle multi-goal planning in one workflow?
Which tools connect to custodian or brokerage data feeds versus relying on manual portfolio imports?
How does Monte Carlo style probability of success differ across eMoney Advisor and Asset-Map Goals Planning?
What breaks if the goal cash-flow schedule or assumptions do not match the household balance sheet?
When do integrations and API access matter most for goal-based investing workflows?
How do SSO and access controls compare between eMoney Advisor and Personal Capital (Empower) for advisor teams?
Which tool best supports proposal generation workflows for client reviews without heavy configuration work?
How does data migration typically work when moving from spreadsheets to Vanguard Digital Advisor or United Capital?
What tradeoff shows up when choosing automated goal-based allocations like Schwab Intelligent Portfolios instead of open planning tools?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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