100 Best Apps for Financial Planners
Financial planning firms often combine several specialized tools rather than relying on one platform. This editorial selection begins with 25 widely used options across core planning, portfolio, CRM, analytics, and client-engagement workflows.
eMoney Advisor
eMoney Advisor provides financial planning software with account aggregation, goal planning, cash-flow analysis, and client portals. It helps planners replace fragmented household data with a shared, continuously updated view of client finances.
MoneyGuidePro
MoneyGuidePro helps advisors build goals-based financial plans using scenario modeling, retirement analysis, and interactive client presentations. It addresses difficulty explaining tradeoffs by showing clients how decisions can affect their stated goals.
RightCapital
RightCapital offers financial planning tools for retirement, tax, insurance, estate, education, and cash-flow planning. It helps advisors analyze interconnected planning areas without assembling separate calculations across multiple spreadsheets.
NaviPlan
NaviPlan creates detailed financial plans covering cash flow, retirement, investments, insurance, taxes, and estate planning. It helps planners handle complex client situations requiring detailed assumptions and comprehensive plan outputs.
Advyzon
Advyzon combines portfolio management, performance reporting, CRM, billing, document storage, and client portal functions. It reduces operational handoffs by bringing several advisor workflows into one connected platform.
Envestnet Tamarac
Envestnet Tamarac provides portfolio management, rebalancing, trading, reporting, billing, and client relationship management tools. It helps growing advisory firms manage model portfolios and recurring portfolio administration more consistently.
Orion Advisor Tech
Orion Advisor Tech offers portfolio accounting, reporting, billing, trading, planning, and client experience software for advisors. It helps firms consolidate investment operations and client reporting that might otherwise require separate systems.
Black Diamond Wealth Platform
Black Diamond provides portfolio reporting, performance analytics, client portals, rebalancing, billing, and advisor workflow tools. It helps advisors deliver clearer portfolio reporting while reducing manual report preparation and data reconciliation.
Wealthbox
Wealthbox is a CRM for financial advisors featuring contact management, workflows, tasks, notes, and activity tracking. It helps teams avoid missed follow-ups by organizing client interactions and next steps centrally.
Redtail CRM
Redtail CRM helps financial professionals manage contacts, calendars, workflows, notes, tasks, and compliance-related records. It addresses scattered client records by providing a central system for relationship and service history.
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is a CRM platform designed to manage financial-services relationships, households, and workflows. It helps larger advisory teams coordinate household information and service processes across multiple staff members.
PreciseFP
PreciseFP automates digital client data gathering through customizable forms, workflows, document requests, and integrations. It reduces repetitive onboarding emails by giving clients structured ways to submit requested information securely.
Holistiplan
Holistiplan analyzes tax returns and generates planning observations for advisors reviewing client tax situations. It helps advisors identify tax-planning discussion points without manually scanning every return line by line.
FP Alpha
FP Alpha uses document analysis to surface financial planning insights from client tax, estate, and insurance documents. It helps planners review lengthy client documents faster and uncover issues requiring deeper professional attention.
Income Lab
Income Lab supports retirement income planning with cash-flow projections, tax-aware strategies, and scenario analysis. It helps advisors evaluate retirement withdrawal choices when taxes, market conditions, and spending needs interact.
MoneyTree
MoneyTree provides financial planning software for retirement, education, insurance, cash flow, and goal analysis. It helps planners produce structured plan projections without building every calculation manually in spreadsheets.
Asset-Map
Asset-Map creates visual household financial maps showing assets, liabilities, income sources, insurance, and relationships. It helps clients quickly understand complex financial arrangements that are difficult to explain through traditional reports.
Nitrogen
Nitrogen provides risk assessment, portfolio analytics, proposal generation, and client-facing investment conversation tools. It helps advisors connect portfolio recommendations to documented client risk preferences and understandable illustrations.
Morningstar Advisor Workstation
Morningstar Advisor Workstation offers investment research, portfolio analysis, proposal tools, reports, and model portfolio resources. It helps advisors research investments and evaluate portfolio exposures without relying on disconnected data sources.
YCharts
YCharts provides investment research, charting, security data, portfolio models, proposals, and client-ready reports. It helps investment-focused advisors turn market data into clearer analysis and meeting materials efficiently.
Kwanti
Kwanti delivers portfolio risk analytics, stress testing, optimization, performance reporting, and client report generation. It helps advisors assess portfolio risk exposures without constructing complex analytics models from scratch.
CapIntel
CapIntel helps wealth professionals create investment proposals, compare products, analyze portfolios, and collaborate with clients. It reduces proposal-building friction by organizing investment comparisons and presentation materials in one workflow.
Elements
Elements provides a client financial-monitoring platform built around recurring financial health metrics and planning conversations. It helps advisors maintain ongoing client engagement between annual planning meetings and major life events.
Wealth.com
Wealth.com provides digital estate-planning tools that advisors can use to support client estate document creation. It helps advisors begin estate-planning conversations when clients lack organized documents or a clear starting point.
Snappy Kraken
Snappy Kraken provides digital marketing campaigns, content, automation, and lead-generation tools for financial advisors. It helps advisory firms maintain marketing consistency when they lack dedicated in-house campaign resources.
Addepar
Addepar aggregates complex portfolio data and provides performance reporting and analytics for wealth management firms. It helps planners consolidate scattered alternative and custodial holdings into a clearer client portfolio view.
CircleBlack
CircleBlack combines portfolio management, performance reporting, rebalancing, billing, and client portal tools for advisors. It reduces the burden of switching between separate systems to monitor accounts and prepare reports.
Blueleaf
Blueleaf provides portfolio reporting, account aggregation, client portals, and communication tools for financial advisors. It helps advisors give clients accessible account updates without manually assembling every performance summary.
AdvisorEngine
AdvisorEngine offers digital wealth management technology for client engagement, portfolio management, and advisor workflows. It addresses fragmented advisory operations by bringing digital client experiences and investment workflows closer together.
Altruist
Altruist provides custody, portfolio management, trading, and reporting technology for registered investment advisors. It helps independent advisors manage client accounts through a unified custodial and operational workflow.
Betterment for Advisors
Betterment for Advisors offers digital investing tools, automated portfolios, and client account management capabilities. It helps planners serve clients seeking automated investment management without building proprietary investment technology.
Schwab Advisor Center
Schwab Advisor Center provides custodial account management, trading, reporting, and service resources for independent advisors. It centralizes routine custody tasks that otherwise require separate calls, forms, and account-status checks.
Fidelity Wealthscape
Fidelity Wealthscape is a digital workstation for custody, account management, trading, and portfolio reporting. It helps advisor teams complete custodial workflows and access client account information from one interface.
NetX360+
NetX360+ is a custodial workstation supporting account administration, trading, portfolio management, and reporting. It reduces operational friction for advisors handling account activity across Pershing custody relationships.
SEI Wealth Platform
SEI Wealth Platform supports investment processing, portfolio management, reporting, and advisor workflow automation. It helps firms manage interconnected investment operations without relying on disconnected legacy systems.
AssetMark
AssetMark provides investment solutions, technology, service, and practice-management resources for financial advisors. It helps advisors access managed investment offerings while spending more time on client relationships.
Vestmark
Vestmark provides portfolio management, trading, rebalancing, billing, and reporting technology for wealth managers. It helps advisory firms scale managed-account operations while maintaining portfolio oversight and trading controls.
AdvisorPeak
AdvisorPeak offers portfolio rebalancing, trading, billing, reporting, and client portal capabilities for advisors. It reduces manual spreadsheet work when advisors need to rebalance portfolios and process trades.
Smartleaf
Smartleaf automates portfolio management with personalized tax-aware trading, rebalancing, and account customization. It helps firms apply individualized portfolio rules across many accounts without extensive manual trading.
GeoWealth
GeoWealth provides a turnkey asset management platform with model portfolios, trading, and reporting tools. It helps advisors outsource investment administration while retaining a client-facing planning relationship.
HiddenLevers
HiddenLevers provides scenario analysis and stress-testing tools for investment portfolios and financial plans. It helps planners explain potential market-event impacts using understandable, client-specific portfolio scenarios.
AdvicePay
AdvicePay processes financial planning fees and supports compliant payment workflows for advisory firms. It helps advisors collect planning fees without relying on manual invoices or informal payment arrangements.
MyRepChat
MyRepChat provides compliant business texting, archiving, and communication tools for financial professionals. It helps advisors communicate by text while maintaining records required by firm compliance policies.
FMG Suite
FMG Suite provides websites, email campaigns, social content, and marketing automation for financial advisors. It helps small advisory teams maintain consistent marketing without creating every campaign from scratch.
AdvisorStream
AdvisorStream curates licensed financial content that advisors can share through email and social channels. It helps advisors stay visible to clients and prospects without constantly sourcing publishable content.
Pontera
Pontera helps advisors manage and trade client-held retirement accounts through secure account connections. It helps planners incorporate held-away retirement assets into investment oversight and allocation decisions.
TaxStatus
TaxStatus enables authorized access to client tax information and documents for financial planning workflows. It reduces delays caused by chasing tax returns and manually collecting tax details from clients.
Jump
Jump uses AI to capture meeting notes, identify follow-up tasks, and update advisor workflows. It helps advisors focus on client conversations instead of manually documenting every meeting afterward.
Zocks
Zocks uses AI to summarize client conversations and generate follow-up information for advisory teams. It reduces administrative time spent turning meeting discussions into notes, tasks, and CRM updates.
WealthAccess
WealthAccess aggregates client financial data and delivers reporting, analytics, and household-level portfolio views. It helps advisors understand a client's broader financial picture across accounts held at multiple institutions.
Voyant
Voyant provides collaborative financial planning software for modeling goals, cash flow, and alternative client scenarios. It helps planners explain trade-offs when clients compare retirement, spending, or legacy decisions.
Advizr
Advizr offers digital financial planning tools that organize client goals, accounts, budgets, and personalized recommendations. It helps advisors replace scattered client information with a structured, shareable planning experience.
Practifi
Practifi is a wealth-management CRM built on Salesforce for managing relationships, workflows, and business operations. It helps advisory teams track client interactions and operational tasks without relying on disconnected spreadsheets.
Advisor360°
Advisor360° provides an integrated wealth management platform with portfolio management, planning, and client-facing digital tools. It helps firms reduce context switching between systems used for accounts, planning, and client service.
FinFolio
FinFolio provides portfolio management software for account aggregation, reporting, trading, and rebalancing workflows. It helps advisors manage portfolios more consistently when household accounts require coordinated oversight.
HubSpot
HubSpot provides CRM, marketing, sales, and customer-service tools for organizing business relationships and communications. It helps planners nurture prospective clients through documented follow-ups instead of informal reminders.
Microsoft 365
Microsoft 365 combines productivity applications for email, documents, spreadsheets, presentations, meetings, and cloud collaboration. It helps planning teams create and share everyday client materials within a familiar workspace.
Google Workspace
Google Workspace offers cloud-based email, documents, spreadsheets, storage, calendars, and video meeting tools. It helps distributed teams collaborate on client documents without exchanging multiple file versions.
DocuSign
DocuSign enables electronic signatures and agreement workflows for documents requiring secure remote approval. It helps planners avoid delays when clients need to sign forms outside an in-person meeting.
Calendly
Calendly automates appointment scheduling by displaying available times and coordinating calendar-based meeting bookings. It helps advisors eliminate back-and-forth emails when arranging discovery calls and review meetings.
Zapier
Zapier connects web applications and automates workflows triggered by events, forms, and new records. It helps small firms reduce repetitive data handoffs between lead-generation, scheduling, and internal tools.
Dropbox
Dropbox provides cloud file storage, synchronization, sharing, and collaboration features for teams and clients. It helps advisors securely organize shared files rather than attaching large documents to emails.
Box
Box provides cloud content management with file sharing, collaboration, governance, and workflow capabilities. It helps firms control access to sensitive documents while keeping distributed teams aligned.
Laserfiche
Laserfiche provides content management and workflow automation software for digitizing records and business processes. It helps advisory offices replace manual document routing with repeatable, trackable approval processes.
SmartRIA
SmartRIA provides compliance management software for registered investment advisors, including calendars, tasks, and documentation. It helps compliance teams track recurring regulatory obligations without relying on ad hoc checklists.
RIA in a Box
RIA in a Box provides compliance software, resources, and support services for registered investment advisors. It helps new and established RIAs organize compliance responsibilities that can otherwise feel overwhelming.
ComplySci
ComplySci provides regulatory technology for financial-services compliance, including employee monitoring and policy management. It helps firms oversee employee activities and disclosures under documented compliance controls.
FutureVault
FutureVault provides a secure digital vault for organizing, sharing, and managing important client documents. It helps advisors centralize household records that are often dispersed across email attachments and folders.
Vanilla
Vanilla provides estate-planning software that helps advisors analyze estate documents and collaborate with clients. It helps planners identify estate-planning gaps without manually interpreting every complex document alone.
iCapital
iCapital provides technology and educational resources supporting wealth managers' access to alternative investments. It helps advisors navigate operational complexity when evaluating and administering alternative investment offerings.
CAIS
CAIS provides an alternative-investment platform with product access, education, due diligence, and administrative tools. It helps wealth professionals research alternative investments through a centralized platform rather than fragmented materials.
Luma Financial Technologies
Luma Financial Technologies provides a platform for researching, managing, and monitoring structured products and annuities. It helps advisors compare complex insurance and structured-product information more efficiently during client recommendations.
FinMason
FinMason provides investment analytics and proposal technology for wealth managers, advisors, and financial institutions. It helps advisors translate portfolio data into clearer investment discussions and client-facing proposal materials.
LifeYield
LifeYield provides tax-efficient household portfolio management technology for coordinated investing, withdrawals, and transitions. It helps advisors consider taxes across related accounts instead of managing each account independently.
SMArtX
SMArtX provides a managed-accounts platform with model marketplace, trading, rebalancing, and reporting capabilities. It helps advisors implement third-party strategies without manually coordinating trades across managed accounts.
QuickBooks Online
QuickBooks Online provides cloud accounting for invoicing, expense tracking, bank reconciliation, and financial reporting. It reduces manual bookkeeping by categorizing transactions and centralizing records needed for business cash-flow oversight.
Xero
Xero is cloud accounting software for invoicing, bank feeds, bills, reconciliations, and financial reports. It helps planners avoid fragmented firm books by consolidating day-to-day accounting activity in one ledger.
BILL
BILL automates accounts payable and receivable workflows, including bill capture, approvals, payments, and invoicing. It addresses slow vendor payments by routing bills through configurable approval and payment processes.
Ramp
Ramp provides corporate cards, expense management, bill payments, and spending controls for businesses. It helps firms control discretionary spending by centralizing card transactions, receipts, and approval policies.
Gusto
Gusto provides payroll, benefits, hiring, and human resources tools for small businesses. It reduces payroll administration by calculating pay, handling filings, and organizing employee information.
Asana
Asana is work management software for organizing projects, tasks, deadlines, owners, and team updates. It helps teams avoid missed follow-ups by assigning ownership, due dates, and dependencies to work.
ClickUp
ClickUp combines task management, documents, dashboards, goals, and team collaboration within customizable workspaces. It reduces tool switching by bringing tasks, documents, dashboards, and collaboration into configurable workspaces.
Notion
Notion lets teams create connected documents, wikis, databases, project boards, and internal knowledge hubs. It addresses scattered procedures by keeping playbooks, meeting notes, and reference materials searchable together.
Slack
Slack provides channel-based messaging, file sharing, integrations, and searchable conversations for workplace communication. It reduces overflowing email threads by organizing quick discussions around clients, projects, and internal topics.
Zoom
Zoom supports video meetings, webinars, team chat, screen sharing, and cloud-based meeting recordings. It helps remote teams hold client and internal meetings without requiring everyone to share a location.
Loom
Loom enables users to record and share screen, camera, and voice videos asynchronously. It reduces repetitive explanations by letting planners demonstrate processes or provide updates through reusable recordings.
Airtable
Airtable combines spreadsheet-style tables with relational databases, forms, views, and workflow automations. It helps replace fragile spreadsheets by structuring operational data with linked records and tailored views.
Trello
Trello organizes work on visual boards using cards, lists, checklists, due dates, and automations. It makes workflow bottlenecks more visible by showing each task's stage, owner, and deadline.
monday.com
monday.com is a work management platform for tracking projects, workflows, teams, and operational dashboards. It helps firms standardize recurring processes by creating shared boards, status fields, and automated reminders.
Miro
Miro provides an online collaborative whiteboard for diagrams, workshops, brainstorming, and visual planning. It helps distributed teams map complex processes together when static documents obscure relationships and decisions.
Dropbox Sign
Dropbox Sign enables electronic signature requests, document templates, signer reminders, and audit trails. It reduces signature delays by sending agreements electronically and tracking outstanding signer actions.
PandaDoc
PandaDoc creates proposals, quotes, contracts, and other documents with electronic signature workflows. It helps eliminate manual proposal assembly by reusing templates and tracking document engagement before signing.
Acuity Scheduling
Acuity Scheduling lets clients book appointments online through availability rules, intake forms, and reminders. It reduces back-and-forth scheduling emails by allowing clients to select available meeting times independently.
Pipedrive
Pipedrive is a sales CRM for managing leads, deals, activities, pipelines, and communications. It helps planners prevent prospect follow-ups from slipping through by tracking opportunities and next actions.
Mailchimp
Mailchimp supports email marketing campaigns, audience management, signup forms, automations, and reporting. It helps firms communicate consistently with prospects and clients without manually sending every campaign.
Typeform
Typeform creates conversational online forms, surveys, quizzes, and data-collection workflows for businesses. It improves response collection by presenting intake questions in a more guided, respondent-friendly format.
Jotform
Jotform provides online forms, payment collection, approvals, PDF generation, and workflow automation tools. It reduces manual data entry by collecting client information through configurable digital forms and workflows.
1Password
1Password stores, generates, and securely shares passwords, passkeys, and other sensitive credentials. It addresses insecure credential sharing by giving authorized team members controlled access without exposing passwords.
Otter.ai
Otter.ai records, transcribes, and summarizes conversations and meetings into searchable notes and action items. It reduces note-taking burden by capturing meeting discussions for later review and follow-up.
ChatGPT
ChatGPT is a conversational AI tool that drafts, summarizes, and answers prompts using generative models. It reduces first-draft workload for communications when planners review outputs and avoid sharing sensitive client data.
The right stack depends on a firm’s service model, compliance requirements, integrations, and client needs. Evaluate tools through a real workflow before making them part of your core operating system.