Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. I hope this guide is helpful to you in considering whether you're got the "right" financial planning software, or whether there may be an alternative solution out there that's a better fit for your business and client needs! Also included are the pricing details of the various financial planning software packages, which still have a remarkably amount of variance for what are nominally "similar" financial planning software tools! In addition, as someone who's seen virtually every financial planning software company in the landscape - including some that aren't even around anymore - the end of this guide includes my own brief high-level review of each of the leading financial planning software packages (including some of the newest players, too), to give further context to each software package's strengths and potential weaknesses.
the reality is that no financial planning software is the "best" at everything, so trade-offs must be considered. Whether it's the distinction between goals-based and cash-flow-based retirement projections, to the ease of input, the depth of the output (especially in technical areas like detailed income and estate tax projections), available integrations to other components of the financial advisor technology stack, or the availability of account aggregation and "PFM" tools. In this financial advisor's guide to the best financial planning software, we attempt to clarify what the important criteria are in choosing financial planning software in the first place, in recognition that what might be a crucial "deal-killer" required feature for one advisor may not even matter to another. in part because advisors vary in how they use financial planning software in the first place, which means what is the "best" software for one advisor may be a terrible match for another. Yet the reality is that it's incredibly difficult to determine what is the best financial planning software. Good financial planning software is an essential tool for today's financial advisor.
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Executive Summary The Challenge In Selecting The Best Financial Planning Software Factors To Consider When Choosing Financial Planning Software Goals Based vs Cash Flow Based Financial Planning Software Financial Planning Software Models: Straight Line vs Monte Carlo And What-If Scenarios Financial Planning Software Output – Interactive Tools Vs Printed Reports Ease Of Input And Flexibility Of Financial Planning Software Assumptions Modular Financial Planning Tools Client PFM Portals Automatic Client Data Updates Through Account Aggregation And Other Integrations Other Add-On Tools And Services From Financial Planning Software Companies A Review Of The Financial Planning Software Landscape MoneyGuidePro Review And Pricing eMoney Advisor Review And Pricing NaviPlan Review And Pricing FinanceLogix Review And Pricing MoneyTree Review And Pricing GoalGami Pro Review And Pricing InStream Review And Pricing WealthTec Review And Pricing FinanceWare Review And Pricing SunGard WealthStation Review And Pricing Figlo Review And Pricing Advizr Review And Pricing RightCapital Review And Pricing Summary Of Financial Planning Software Pricing
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