Financial Planning Software

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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.

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
73.00
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
71.00
1,508 Employees
8,520 Subscribers
8,379 Followers
24K Likes
Daishin Securities

Financial Planning Software


Daishin Securities, a financial health partner that grows with customers. Daishin securities does its best to provide high quality financial service and to satisfy the various needs of investors Learn more about Daishin Securities.



Serchen Index
60.00
154 Employees
N/A Subscribers
12K Followers
59K Likes
Greenlight Financial Technology

Financial Planning Software


Greenlight makes a debit card for kids and a mobile app that empowers parents with convenient controls to safely manage family finances and create teachable moments around earning, spending, saving and giving. Greenlight is easier and more flexible than cash, with.. Learn more about Greenlight Financial Technology.



Serchen Index
58.00
238 Employees
N/A Subscribers
1,897 Followers
190K 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
56.00
66 Employees
N/A Subscribers
5,400 Followers
20K Likes
StashAway

Financial Planning Software


StashAway is the digital wealth manager that intelligently navigates macroeconomic data, not the market ups and downs. Our clients get similar returns to benchmarks with just a fraction of the risk. It's not magic; it's intelligent investing. StashAway personalises.. Learn more about StashAway.



Serchen Index
54.00
155 Employees
N/A Subscribers
359 Followers
26K 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
50.00
18 Employees
N/A Subscribers
2,439 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
49.00
1 Employee
N/A Subscribers
834 Followers
5,344 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
49.00
18 Employees
N/A Subscribers
465 Followers
340K 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
45.00
30 Employees
N/A Subscribers
3,406 Followers
88 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
43.00
11 Employees
N/A Subscribers
70 Followers
1,954 Likes
BudgetPulse

Financial Planning Software


We are currently waiting for our team of software specialists to complete their research on BudgetPulse. A more detailed breakdown of their services and company reviews are currently available on their profile page. Learn more about BudgetPulse.



Serchen Index
42.00
N/A Employees
N/A Subscribers
911 Followers
N/A 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
42.00
10 Employees
N/A Subscribers
125 Followers
14 Likes
Caprivi Solutions

Financial Planning Software


Caprivi Solutions is a leader in the Capital Management (CapEx) Software. Driving the automation of CapEx requests, approvals, workflows and reports. Having implemented the CapEx 360 solution in businesses around the world, Caprivi is always innovating the CapEx 360.. Learn more about Caprivi Solutions.



Serchen Index
41.00
9 Employees
13 Subscribers
275 Followers
46 Likes
StaffMap by Browse Lab

Financial Planning Software


Track all of your employees, desks and assets on your company floorplans. Quickly locate any employee by typing in their name, extension, title, etc. StaffMap runs in a standard browser on any device including mobile phones and tablets, allowing you to manage your.. Learn more about StaffMap by Browse Lab.



Serchen Index
40.00
N/A Employees
N/A Subscribers
83 Followers
175 Likes
Slope Software

Financial Planning Software


Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial modeling software. It uses an easy, point-and-click interface to create variables, build.. Learn more about Slope Software.



Serchen Index
39.00
7 Employees
N/A Subscribers
76 Followers
57 Likes
Cerebreon

Financial Planning Software


Cerebreon is an ambitious team of innovators who provide deep learning technology platforms to the insolvency and debt industry, automatically processing and analysing insolvency documents to administer and predict the outcome of debt recovery and improve net margins.. Learn more about Cerebreon.



Serchen Index
35.00
10 Employees
N/A Subscribers
300 Followers
N/A Likes
ExecPlan Express

Financial Planning Software


Sawhney Systems the developers of ExecPlan tax and financial planning software and TaxMode income tax calculator app for Apple and Android devices created ExecPlan Express personal financial planning software for tax and financial advisors seeking an affordable.. Learn more about ExecPlan Express.



Serchen Index
34.00
1 Employee
N/A Subscribers
3 Followers
164 Likes
Savology

Financial Planning Software


Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. By partnering with Savology, employers are able to affordably provide employees.. Learn more about Savology.



Serchen Index
34.00
10 Employees
N/A Subscribers
855 Followers
N/A Likes
revVana

Financial Planning Software


revVana is the only platform that is completely dedicated to helping you manage and maximize your revenue throughout the pipeline to booking to finance process. Learn more about revVana.



Serchen Index
29.00
8 Employees
N/A Subscribers
7 Followers
17 Likes
RightCapital

Financial Planning Software


We are currently waiting for our team of software specialists to complete their research on RightCapital. A more detailed breakdown of their services and company reviews are currently available on their profile page. Learn more about RightCapital.



Serchen Index
29.00
N/A Employees
N/A Subscribers
1,578 Followers
N/A Likes
GrowthAdvisorHQ

Financial Planning Software


Ready to make a career change but have no clue what it means when a company gives you Employee Stock Options (ESOs)?/have no clue how Employee Stock Options (ESOs) work? If yes, then you need the help of GrowthAdvisorHQ. We crunched data from over 800,000 companies to.. Learn more about GrowthAdvisorHQ.



Serchen Index
26.00
11 Employees
N/A Subscribers
N/A Followers
16 Likes
Mosaic.tech

Financial Planning Software


Born from the needs of high-growth, data-driven companies, Mosaic fuels financial planning and business performance. The platform combines big data and machine learning to provide powerful predictive reporting capabilities, leveling the playing field and giving.. Learn more about Mosaic.tech.



Serchen Index
26.00
34 Employees
N/A Subscribers
13 Followers
N/A Likes
Pry Financials

Financial Planning Software


Instead of using Excel, Founders and business owners can use Pry to manage their budget, expenses, hiring plan, and cash runway. Gain valuable insights on interactive dashboards and share with key stakeholders. Learn more about Pry Financials.



Serchen Index
26.00
N/A Employees
N/A Subscribers
137 Followers
N/A Likes
Multiview Financial Software

Financial Planning Software


Multiview provides powerful, easy-to-use financial applications to enterprises of any size for accounting and financial planning. Learn more about Multiview Financial Software.



Serchen Index
23.00
34 Employees
N/A Subscribers
N/A Followers
N/A Likes
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