Finmark Alternatives (September 2025)
Finmark is a financial modeling tool that makes it easy for startups to build models and forecast their finances without spreadsheets.
4.9/5
66+ reviews
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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.
Integrate project management, resource planning and budgeting for real‑time decision making. Lead your agency towards optimal efficiency and profitability. Tailor made for agencies of all shapes and sizes. Increase visibility into all parts of project process, automate manual tasks, and improve reporting. Increase agency profitability by up to 30% with all‑in‑one integrations. Easily scalable for business growth. Improve team collaboration, reduce errors, and increase project visibility. Save time on administrative tasks and manage team happiness.