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Wealth Utilities

ExecPlan

Comprehensive financial planning software for advisor success.

"ExecPlan is a comprehensive financial planning software designed to help financial advisors create and manage client financial plans. It offers tools for goal setting, retirement planning, investment analysis, and insurance needs assessment. RIAs use ExecPlan to streamline the financial planning process and deliver personalized advice to clients."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #276 in Wealth Utilities
Validated Adoption
13 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Comprehensive financial planning tools
Retirement and estate planning
Investment analysis and projections
Client goal setting and tracking
Customizable reports and presentations

Primary Use Cases

Developing comprehensive financial plans for clients
Providing ongoing financial advice and monitoring
Creating retirement income projections

Agentic Intelligence Briefing

"ExecPlan empowers financial advisors to build comprehensive financial plans, enhancing client relationships and driving firm growth."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive financial planning capabilities
Focus on general financial planning needs
Established player in the market

Adoption Hazards

Pricing not readily available, making it hard to assess ROI
Feature set may not be as cutting-edge as newer competitors

Stack Compatibility Profile

How ExecPlan integrates into institutional RIA stacks.

13 Firms Analyzed
Nitrogen Wealth
77%
Stack Correlation
NDEX
69%
Stack Correlation
Riskalyze Online
62%
Stack Correlation
Elements Financial Planning
62%
Stack Correlation
ROL
54%
Stack Correlation
Advisor Websites (Responsive)
46%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2RightCapital

Value Proposition

"ExecPlan provides a robust and time-tested foundation for RIAs looking to deliver comprehensive financial planning services to their clients."

Vendor Dossier

ExecPlan logoE
ExecPlan
execplan.com
Corporate Portal

Audit Your RIA Stack

See how ExecPlan fits into your overall tech efficiency score.

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