Specialized Planning Software
26 tools analyzed across 6,492 RIA firms. 5.8% category penetration in our dataset.
All Specialized Planning Products
Sorted by AdoptionROL
Plan beyond the numbers, maximize Return on Life.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Interval
Expert business valuation software for specialized financial planning.
ICM
Divorce financial planning, simplified and streamlined.
Capitaliz
Accurate business valuation for informed financial planning.
TimeLine
Retirement planning, simplified and optimized.
Keep
Optimize client cash, maximize yield, minimize risk.
Carefull
Protecting client finances and family peace of mind.
Philanthro
Charitable giving, simplified and optimized.
LISA
Insurance Intelligence for Smarter Financial Planning.
Sequence
Automated cash flow planning for personalized financial advice.
CFS
Expert education planning solutions for financial advisors.
Currence
Automated cash flow planning for smarter financial decisions.
Wink
Insurance intelligence and competitive analysis for financial advisors.
Vanilla
Modern estate planning for advisors and their clients.
The Big Picture
Retirement planning, simplified and visualized.
Trustworthy
Organize, protect, and optimize your family's legacy.
i65
Healthcare and Medicare planning, simplified for advisors.
Flourish
High-yield cash management and investment solutions for RIAs.
StockOpter
Equity compensation planning, simplified.
Social Security Planning
Optimize Social Security for enhanced retirement income.
R&T
R&T: Specialized cash management for modern RIAs.
Covet
Empowering RIAs to deliver exceptional legacy planning.
Holistiplan
Tax planning, simplified.
OnPointe
Retirement planning, simplified and optimized.
Avante
Healthcare and Medicare planning, simplified.