Financial Planning Software

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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
72.00
1,508 Employees
8,520 Subscribers
8,881 Followers
25K Likes
Tala

Financial Planning Software


Tala is a financial technology company on a mission to build a financial system that works for everyone. Our first product is a lending app that instantly underwrites and delivers credit to customers who have little or no formal borrowing history. Tala has disbursed.. Learn more about Tala.



Serchen Index
65.00
479 Employees
N/A Subscribers
22K Followers
742K Likes
Beyond Finance

Financial Planning Software


Beyond Finance is a next-generation FinTech company with offices in Chicago, Houston and San Diego. We offer simple and transparent financial products that are customized to our clients’ individual circumstances. As the consumer debt market continues to grow in the.. Learn more about Beyond Finance.



Serchen Index
65.00
329 Employees
N/A Subscribers
6,145 Followers
7,662 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
61.00
154 Employees
N/A Subscribers
11K Followers
57K Likes
I comply

Financial Planning Software


We are the largest collaborative financing platform for SMEs in Latin America, which through technology we can make the financial system fairer and more accessible for companies and investors. In Cumplo we connect companies that need financing to continue growing.. Learn more about I comply.



Serchen Index
61.00
127 Employees
N/A Subscribers
9,779 Followers
28K 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
59.00
238 Employees
N/A Subscribers
2,651 Followers
201K 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
57.00
66 Employees
N/A Subscribers
5,474 Followers
20K Likes
Bright Money

Financial Planning Software


The birthplace of MoneyScience™, putting the power of data science in everybody’s wallet. Bright offers AI-driven financial planning that delivers real results —automatically. Learn more about Bright Money.



Serchen Index
57.00
124 Employees
N/A Subscribers
541 Followers
5,125 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
55.00
155 Employees
5,490 Subscribers
551 Followers
35K 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
53.00
58 Employees
N/A Subscribers
144 Followers
218 Likes
Xepelin

Financial Planning Software


We are a technology company focused on revolutionizing the Financial industry. ?? We seek to simplify access to capital for our clients by creating a Simple, Fast and Safe experience. Learn more about Xepelin.



Serchen Index
53.00
109 Employees
N/A Subscribers
366 Followers
185 Likes
CredPal

Financial Planning Software


CredPal is a financial technology company transforming the consumer credit industry in Nigeria with its consumer financing services. Through its credit cards and point-of-sale financing, (popularly known as BNPL) to businesses and individuals, millions of middle and.. Learn more about CredPal.



Serchen Index
53.00
79 Employees
N/A Subscribers
3,308 Followers
2,111 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
51.00
18 Employees
N/A Subscribers
2,849 Followers
12K Likes
UpClear

Financial Planning Software


UpClear is a global Enterprise Software provider for Consumer Goods brands. Our cloud-based BluePlanner software is a best-in-class Revenue Management platform supporting Integrated Business Planning, Pricing, Trade Terms and Trade Promotion Management, Analytics.. Learn more about UpClear.



Serchen Index
50.00
N/A Employees
N/A Subscribers
127 Followers
N/A 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
50.00
1 Employee
N/A Subscribers
940 Followers
5,413 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
48.00
18 Employees
N/A Subscribers
451 Followers
331K 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
46.00
11 Employees
N/A Subscribers
97 Followers
2,070 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
46.00
30 Employees
N/A Subscribers
3,693 Followers
88 Likes
myPlan

Financial Planning Software


Business Financial Planning Simplified Say good bye to keeping financial planning in spreadsheets or your head Learn more about myPlan.



Serchen Index
45.00
14 Employees
N/A Subscribers
407 Followers
111 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
44.00
20 Employees
13 Subscribers
268 Followers
63 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
43.00
1 Employee
N/A Subscribers
81 Followers
175 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
43.00
10 Employees
N/A Subscribers
122 Followers
27 Likes
Yaydoo

Financial Planning Software


Yaydoo builds and distributes financial automation technologies that help businesses streamline B2B payments using software focused on procurement, spend management, accounts payable and accounts receivable processes, as well as connect an entire ecosystem of financial.. Learn more about Yaydoo.



Serchen Index
43.00
112 Employees
N/A Subscribers
9 Followers
9,245 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
876 Followers
N/A Likes
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