Equisoft/plan Alternatives (January 2026)

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Unlock financial agility and take control of your company's financial performance with Planful’s Financial Performance Management Platform.

Financial Planning software designed for Canadian Advisors, Planners and Wealth Managers to grow your AUM and receive more referrals.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Med Planacy arbetar ni mer effektivt och datadrivet med era budget, prognos och planeringsprocesser oavsett bransch, roll och processer.