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  1. www.forbes.com › advisor › investingHow To Choose Financial Planning Software – Forbes Advisor

    Jul 1, 2022 · Learn how to select the best software for your financial planning needs based on factors like client profile, communication style, planning method and security. Compare eight popular options with features, pricing and reviews.

  2. www.investopedia.com › articles › professionalsTop 5 Financial Planning Software Tools Used by Financial ...

    • J.B. Maverick
    • MoneyGuidePro. With 31.52% of the industry's market share by user in 2023, MoneyGuidePro is the most popular financial advisor software program in terms of market share.
    • eMoney Pro. eMoney offers a very in-depth program and is known for its detailed cash flow analysis module. The market share for eMoney Pro came in at 28.47% for 2023.
    • RightCapital. RightCapital came in third place for 2023 with 15.65% of the market share, up from 11.59% in 2022. Founded in 2015, it's a relatively new software especially compared to the other software leaders.
    • eMoney Plus. Another eMoney offering, eMoney Plus, comes in at fourth with 5.26% of market share in 2023. The software is a step below eMoney Pro, focusing on foundational planning with a more simplified suite of solutions compared to eMoney Pro's more advanced planning features.

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  4. money.usnews.com › financial-advisors › articlesHow to Choose the Best Financial Planning Software - U.S. News

    Jan 12, 2022 · To help you choose the right financial planning software, follow these steps: Determine whether you need goals-based or cash-flow-based software. Understand your clients' needs. Consider how...

    • Coryanne Hicks
    • Contributor

  5. www.gartner.com › financial-planning-softwareFinancial Planning Software Reviews and Ratings - Gartner

    Compare and evaluate financial planning software products based on customer ratings and reviews. See the latest insights, alternatives and trends in the market from Gartner Peer Insights community.

  6. www.benzinga.com › money › best-financial-planningBest Financial Planning Software For 2024 • Benzinga

    • Best for New Investors: Playbook. Who’s it for: Anyone who wants to monitor their accounts and create a financial plan. Price: $19 per month for Essential, $59 per month for Playbook Plus.
    • Best for High-Value Investors: Empower (Formerly Personal Capital) Who's it for? Beginning-to-intermediate planners who want an affordable way to coordinate their accounts.
    • Best for Direct Look at Spending: Quicken. Who's it for? Intermediate-to-advanced financial planners. Price: Software packages start at $24 for an annual subscription.
    • Best for Comprehensive Financial Planning: eMoney Advisor. Who’s it for? Financial professionals, firms and enterprises of all sizes. Price: Inquire for rates.

  7. www.kitces.com › blog › best-financial-planningAdvisor's Guide To The Best Financial Planning Software - Kitces

    Mar 21, 2016 · Compare the features, benefits and pricing of different financial planning software packages for financial advisors. Learn how to choose the best software for your needs, goals and clients.

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  9. www.thewealthadvisor.com › article › top-5-financialTop 5 Financial Planning Software Tools Used by Financial ...

    May 19, 2022 · Learn about the most popular and comprehensive financial planning software programs used by financial advisors in 2021, such as MoneyGuidePro, eMoney Pro, RightCapital, Orion Financial Planning, and eMoney Plus. Compare their features, market share, and target audiences to find the best fit for your business.

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