Snap Projections Alternatives (September 2025)

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

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.

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

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

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

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Grow your AUM, streamline client engagement, and protect your firm

Automated, yet incredibly flexible forecasting software for cash flow management, sales projections and scenario modeling.

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

Business Planning Software Modeliks – Optimize Your Strategy. Create Business and Financial Plans and Reports Effortlessly. Start Your Free Trial Now!

PlanGuru business planning software offers the budgeting and forecasting tool of choice designed to help businesses and nonprofits make better decisions

Planium Pro is the strategic planning software designed by professionals, for professionals. Make creating comprehensive business plans easier than ever.

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

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

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

Accelerate financial consolidation, planning, and reporting with our easy-to-use Corporate Performance Management platform for finance.

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

Elevate financial planning with Cash Flow Frog ✔️ The advanced cash flow software for precise forecasts. Seamlessly integrated for growth-focused companies. Try now!

Empower your finance team with financial planning and analysis (FP&A) software. Streamline processes to drive faster decisions. Try the power of Abacum.

Over 1 million small businesses use LivePlan for business planning, forecasting and financial management. Sign up for LivePlan and grow 30% faster.

Grow your financial planning business with Covisum's suite of software products. Get a 10-day free trial today.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

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

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Jirav is the financial planning and analysis solution for accounting firms and SMB's. An 'all-in-one' software for forecasting, budgeting and modeling.

Sustainable Planner® | Virtual Corporation’s Sustainable Planner® is an affordable, comprehensive & customizable business continuity software solution. It empowers you and your organization to implement processes that build, update, and maintain your own continuity and risk management plans. This intuitive resilience planner can help business continuity, risk managers, and information security professionals optimize efficiency.

Financial forecasts calling for dry, complicated spreadsheets? Reclaim your time - no broken formulas, no duplication, no problems. Pluvo centralizes your data for dynamic scenario planning and unlimited forecasting!

Budgeto is the financial management platform that businesses use to create annual business budgets, produce reports, manage cash flow.

Transform your business with Prophix corporate performance management software for budgeting, forecasting, planning, and reporting.

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

Our business plan software helps you grow your idea or startup. Create beautiful business canvases, write impactful business plans and make your budgets and financial forecasts.

Finmark is a financial modeling tool that makes it easy for startups to build models and forecast their finances without spreadsheets.

Liquiditätsplanung vereinfachen dank intuitivem Tool! ✓ Übersicht schaffen & Risiken minimieren! ► Jetzt Liquidität optimieren!

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Datarails is an FP&A software solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting.

Finario is the capital planning software solution enterprises trust around the world to improve every facet of their Capex programs.

TBM software from Upland ComSci builds IT financial intelligence so you can collaborate with the business and accelerate growth.

Streamline your path from strategy to execution with ClearPoint's strategy planning, management, and execution software. Book a free demo today!

Budgyt: Leading cloud-based budgeting software for SMEs & enterprises. Agile financial forecasting, real-time reporting, and efficient financial planning.

Forecastr's top-rated financial forecasting software, and expert CFO services simplify your businesses financial planning. Efficient, clear, ready to help!

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

The comprehensive solution for all your reporting and cash flow forecasting needs. Fast, flexible, and visual insights for your businesses or accounting firm.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Gen AI-supported FP&A, no-code modeling and reporting, and best practice accelerators ensure broad adoption by the business and a self-sufficient finance team.

Cloud-based Professional Services Automation (PSA) from Beyond Software allows you to connect your projects and financial accounting to increase profitability.

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations & guidance for mid-market businesses.

Effortless budgeting and forecasting for FP&A teams. Centage's drag and drop software saves you time and cuts errors. Visit to unlock collaborative FP&A!

Mosaic offers a Strategic Finance Platform that provides real-time financial analytics and planning to get teams from data to decision — faster.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

CashFlowTool is the ultimate cash flow management & forecasting service for businesses and accountants - #1 rated cash flow app on the QuickBooks Marketplace.

Online planning and project management. SoPlanning offers an accessible and intuitive online Management Interface. A shared tool dedicated to production planning or resource management planning.

Lever meer werk winstgevender op ... zonder onnodige inhuur. Met een 100% betrouwbare planning voor je klanten.

Automate repetitive tasks and use a single source of truth to understand what trends to expect in the future. Start your 30-day free trial!

Optimize your practice with our intelligent, intuitive Accounting Practice Management Software. Serving accounting firms exclusively since 1999.

The leading strategic planning software platform. Move from strategy to action by operationalizing your plan, aligning your people, and making it easy to manage stakeholder expectations.

FinAlyzer automates all aspects of Financial Consolidation, Analytics, Management & Statutory Reporting and MIS Dashboards

Get a real-time cash flow forecast with this award-winning software. Float automatically syncs with Xero, QuickBooks & FreeAgent for faster, smarter business planning.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

We help business owners to manage cap table and issue shares to founders, employees & investors.

Worship presentation software for Churches. Project Songs, Scripture, backgrounds, videos, Sermon notes and other media with ease

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

The industry's most advanced, easy to use Labor Management System designed to improve performance, utilization and associate engagement.

FloQast is the leading accounting workflow automation and Close management software. We help ensure a fast and accurate month-end close.

Easily track, visualize, share, and analyze their omnichannel marketing budgets and plans. A software build with CPG Marketers in mind!

Discover how you can increase forecasting accuracy, improve sales coaching, and gain deeper pipeline visibility with Xactly Forecasting.

SuccessionNow is an advanced platform tailored to meet succession planning needs for any business

Discover Equisoft/connect Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals . Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management. See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business. 792f0012-abfd-403c-aba5-75c5c13e0895

The E-Valuator

Logistia is the most flexible route planner software you need for running your logistics operations efficiently. Sign up today.

Optimize your workforce like never before. Dayshape is an AI-powered planning and scheduling platform built for professional services firms.

Forecast Pro is powerful and accurate forecasting software, designed for business forecasters across virtually all industries.

Do you struggle with the admin work behind the scenes of your business? eSoft Planner is the premier sports facility scheduling software.

IDU budgeting, forecasting and reporting tools provide real-time, online access to critical financial information across your business.

See how MRM helps you coordinate and plan all digital marketing activities, budgets, and content

SnapComms multi-channel employee communication software helps businesses achieve better employee engagement and drive key initiatives.

Intelligent software for urban planning, design & development. Optimize cities, analyze data, and create sustainable environments with ArcGIS Urban.

ASC provides cost-effective Retirement Plan Systems as well as Continuing Education Credits. We're quoted in industry leading publications.

Explore how Unit4's digital ERP systems can help you and your business streamline budget your planning and accounting. Request a demo of our software today.

Snappa makes it easy to create any type of online graphic. Create & publish images for social media, blogs, ads, and more!

Elevate operations with Advanced Planning and Scheduling software: streamline production, optimize scheduling, and enhance supply chain efficiency for lasting success

Cube is spreadsheet-native FP&A software that lets you access data from the spreadsheet, making it easy for anyone to use and adopt.

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Free interactive presentation software. Live polls, quizzes, beautiful real-time charts & word clouds. No installation, no download, easy to use.

Agents using Best Plan Pro save 30 minutes per case and place 15% more business. Selling life insurance? Try Best Plan Pro.

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

Build smarter media plans with our easy-to-use media planning software and data set for advertisers, agencies, and brands.

Automated Cash Forecasting & Bank Reporting. CashAnalytics, software for treasury and finance teams, with real-time bank reporting & effortless forecasting.

Wealth Docx Core includes interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

Automate simple tasks and boost transparency with Blackbaud Financial Edge NXT, the most comprehensive fund accounting software on the market.

Inpensa's easy to use Capex Management Platform helps professionals make & manage more timely & effective strategic investment decisions.

Unlock the power of optimized production scheduling and seamless supply chain management with our cutting-edge APS and SCP software solutions.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

The software to manage projects & portfolios and scale agile practices (SAFe) — featuring a seamless Jira Integration. Try now!

The “Gold Standard” for Financial Planning, Analytics and Performance

Bring your accounting, consolidation, procurement, projects, reporting, and analytics into one financial management system. Financial management software from Workday gives you unparalleled insight and a state-of-the-art foundation for transactional efficiency and control. Watch a quick demo.

Take your professional services business to new heights with Upland PSA software. Exceed client expectations every time. Learn more.