Emerging Category
1 AI-Powered
Financial Planning Software
9 tools analyzed across 1,627 RIA firms. 1.4% category penetration in our dataset.
9
Products
1,627
Firms Using
1.4%
Penetration
8
Graded
All Financial Planning Products
Sorted by Adoption#1
EC F
C+
Efficient financial planning solutions for streamlined client service.
Adoption909 firms
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#2
GMO
C
GMO: Sophisticated investment strategies for RIAs.
Adoption790 firms
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#3
eMoney Advisor
B+
AI
Comprehensive financial planning solutions for advisors and their clients.
Adoption162 firms
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RightCapital
A
RightCapital: Comprehensive financial planning, simplified.
Adoption64 firms
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MoneyGuidePro
A
Goals-based financial planning software for advisors.
Adoption56 firms
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nebo
B
Planning Light: Streamlined financial planning for modern advisors.
Adoption33 firms
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Orion Planning
Empowering advisors to build personalized financial futures.
Adoption16 firms
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Boldin (for Advisors)
B+
Empowering advisors to build comprehensive financial plans.
Adoption4 firms
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Libretto
B+
Efficient financial planning, simplified client engagement.
Adoption2 firms
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