PreciseFP Alternatives (January 2026)

PreciseFP

PreciseFP | Financial Planning Software for Financial Advisors

https://precisef.com/

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

4.7/5

64+ reviews

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1.
Financial Planning Software for Advisors | Equisoft/plan
https://www.equisof
.com/products/wealth-planning-plan/

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

2.
RightCapital: Make Financial Planning a Breeze.
https://www.rightcapita
.com/

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

3.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

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

4.
Snap Projections - Easy to use Financial Planning software for Advisors
https://snapprojection
.com/

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

5.
Asset-Map | Financial Mapping Software for Advisors
https://www.asset-ma
.com/

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

6.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

7.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

8.
Envestnet | MoneyGuide - Financial Planning Software
https://www.moneyguidepr
.com/

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.

9.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.