Compare Financial Planning features

Which Financial Planning tools have what, so you can skip the demos that can't do what you need. Answers come from the companies, their websites and the advisors who use them (hover a mark to see who). Use one of these? Open its page and say how each feature really works.

Presented byYour company here · Sponsor this page

16 Financial Planning tools with answers so far · ✓ yes · ◐ partly · ✕ no · blank: not known yet. Hover a mark for who said so.

Tool	Cash-flow planning	Goals-based planning	Monte Carlo	Live what-if scenarios	Tax planning	Social Security	Estate planning	Insurance & LTC	Education & 529	Equity compensation	Account aggregation	Client portal	AI assistant	Mobile app	Open API	MCP server
eMoney1405 RIAs · ★ 2.0 (1)	✓	✓	✓		✓		✓		✓		✓	✓
RightCapital906 RIAs · ★ 3.0 (1)			✓	✓	✓	✓	✓	✓	✓		✓	✓		✓
Envestnet MoneyGuide210 RIAs · ★ 1.0 (1)	✓	✓	✓	✓	✓	✓	✓	✓	✓		✓	✓
Hazel9 RIAs · ★ 5.0 (1)	✓			✓	✓		✓	✓					✓
FinDash7 RIAs																✓
Kerdora3 RIAs	✓	✓	✓	✓	✓		✓	✓	✓		✓	✓	✓
Moneytree3 RIAs	✓	✓	✓	✓	✓	✓	✓					✓
Boldin for Advisors2 RIAs	✓		✓	✓	✓	✓										✓
Voyant1 RIA	✓	✓			✓	✓	✓	✓	✓	✓
MaxiFi1 RIA			✓	✓	✓	✓		✓	✓
Conquest1 RIA				✓	✓								✓		✓	✓
Wealthtrace	✓		✓	✓	✓	✓		✓				✓	✓
Foundry Planning			✓	✓	✓	✓	✓		✓
WealthTec	✓		✓		✓		✓		✓
ExecPlan				✓	✓	✓	✓
PlanTech Hub				✓

Work at one of these companies? Add it to your page and ask to manage it, then fill in your row under Features. Answers from companies are marked as theirs.