Financial Planning Software

Show filters

What is Online Financial Planning Software?

Financial Planning Software is an essential tool for any financial advisor as it is designed to help devise various plans for clients. It is ideal for complex finances as you can rely on the technology to assist with any calculations.

Read more about Accounting & Financial on our blog
eMoney Advisor

Financial Planning Software


How We Innovate We believe that the freedom to explore new ideas, reimagine new ways of doing things, and solve problems is what drives us forward. From continuous advancements in our core products to grassroots efforts like our incubator projects and internal.. Learn more about eMoney Advisor.



Serchen Index
83.00
529 Employees
1,460 Subscribers
13K Followers
10K Likes
DATEV

Financial Planning Software


About DATEV DATEV in one sentence: tax consultants, lawyers, auditors, small and medium-sized enterprises, municipalities, and founders using DATEV software that meets all requirements at high standards regarding reliability, topicality, data protection, and data.. Learn more about DATEV.



Serchen Index
81.00
1,508 Employees
8,520 Subscribers
8,305 Followers
24K Likes
Borrowell

Financial Planning Software


Who we are We’re a fintech company that’s building an exceptional team of high performing yet humble individuals who believe Canadians deserve more choice when it comes to financial services. Put simply, we’re a fintech that’s putting people first. We know that.. Learn more about Borrowell.



Serchen Index
66.00
66 Employees
N/A Subscribers
5,362 Followers
20K Likes
Goalsetter

Financial Planning Software


Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them. Goalsetter combines the best of goal-based savings platforms like Digit and Acorns with the best of gift-registries like Zola and Honeyfund, and in so doing,.. Learn more about Goalsetter.



Serchen Index
59.00
18 Employees
N/A Subscribers
2,180 Followers
12K Likes
Old School Value

Financial Planning Software


Stock valuation, research, and analysis software and spreadsheet using proven metrics and models to help long-term and value investors beat the stock market. Learn more about Old School Value.



Serchen Index
57.00
1 Employee
N/A Subscribers
812 Followers
5,336 Likes
Stackin'?

Financial Planning Software


Stackin’ is the simplest entry point into finance with over one million subscribers and a mission to empower people to improve their financial lives via text message. We provide the necessary tools & curated products for a younger generation of consumers to build.. Learn more about Stackin'?.



Serchen Index
57.00
18 Employees
N/A Subscribers
468 Followers
341K Likes
Edquity

Financial Planning Software


Edquity is an anti-poverty company that helps colleges improve students’ financial security by increasing access to resources and emergency funding. The Edquity platform, which we provide for partners as a white-labeled mobile app and web platform, allows students to.. Learn more about Edquity.



Serchen Index
51.00
30 Employees
N/A Subscribers
3,326 Followers
81 Likes
EquityBee

Financial Planning Software


Our mission is to allow all startup builders to participate in the success of the company they helped build by providing them with the best funding solution to exercise their stock options. EquityBee enables startup builders, the employees, to exercise their stock.. Learn more about EquityBee.



Serchen Index
50.00
44 Employees
N/A Subscribers
137 Followers
893 Likes
Steadypay.co

Financial Planning Software


SteadyPay's vision is to become the lifetime financial partner of gig-economy workers globally. SteadyPay's app enables gig economy workers to enjoy regular income even when they work irregular hours (due to such factors as reduced shifts, fewer bookings, time of sick.. Learn more about Steadypay.co.



Serchen Index
49.00
11 Employees
N/A Subscribers
69 Followers
1,904 Likes
Bitrapt

Financial Planning Software


Are you looking to start your own bitcoin trading platform to perform safe and secure transactions for your customers? Bitrapt is a highly customizable and user-friendly cryptocurrency exchange script that you can use as a pre-build framework to build an entire.. Learn more about Bitrapt.



Serchen Index
47.00
10 Employees
N/A Subscribers
127 Followers
12 Likes
Load More Results