Alternatives to Covisum

10 alternatives

1Financial Advisory Practice, Financial Planning & AnalysisSelect FP Alpha for evaluation
FP Alpha
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
AI powered tax document analysis and insightsCredit based usage model for planning snapshotsMulti office and enterprise permission management
Price$83.33+ / month
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2Financial Planning & AnalysisSelect Income Discovery for evaluation
Income Discovery
Financial Planning & Analysis
Retirement income planning and Social Security optimization software for advisors.
Personalized retirement income strategy generationTax optimized income distribution executionReal time income safety monitoring
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3Financial Advisory Practice, Financial Planning & AnalysisSelect Holistiplan for evaluation
Holistiplan
Financial Advisory Practice
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
CRM integration and data synchronizationPublic API for custom integrationsMulti user firm administration
Price$133.25+ / month
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4Financial Advisory PracticeSelect Junxure for evaluation
Junxure
Financial Advisory Practice
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Per seatWorkflow AutomationDocument Management
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5Financial Planning & Analysis, AI Financial AdvisorsSelect Income Laboratory for evaluation
Income Laboratory
Financial Planning & Analysis
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Retirement income planning with guardrailsTax planning and roth conversion optimizationAI powered plan building and updates
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6Financial Advisory PracticeSelect Orion Advisor Tech for evaluation
Orion Advisor Tech
Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio management
Price$1,083.33+ / month
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7Financial Advisory PracticeSelect Hubly for evaluation
Hubly
Financial Workflow Automation
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Free trialHIPAAPCI DSSISO 27001Per seatMeeting Scheduling
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8Financial Advisory PracticeSelect Salestrekker for evaluation
Salestrekker
Mortgage Software
CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.
CRMFinancial Advisory Practice
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9Financial Planning & AnalysisSelect eMoney Advisor for evaluation
eMoney Advisor
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Secure file sharing and storageOnboarding and data migration services
Price$379+ / month
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10Financial Advisory PracticeSelect Dryrun for evaluation
Dryrun
Cash Flow Forecasting
Cash flow and scenario modeling platform for advisors and business owners with visual forecasts.
Free trialBudget Variance ReportingFinancial Modeling Platforms
Price$49+ / month
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