Covisum
Financial Advisory Practice
Social Security claiming and retirement income planning platform for financial advisors.
Free trialTiered plansAI Financial AdvisorsFinancial Planning & Analysis
Alternatives to FP Alpha
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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 - 3Financial Planning & Analysis, Financial Advisory Practice
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 administrationPrice$133.25+ / month
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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 - 5Financial Planning & Analysis
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 servicesPrice$379+ / month
- 6Financial Planning & Analysis
Asset-Map
Financial Planning & Analysis
Visual financial planning platform that maps client financial data for advisor meetings.
Visual financial planning reportsClient portal with secure accessScenario planning and draftsPrice$89+ / user / month
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Mosaic
Financial Planning & Analysis
Mosaic provides a strategic finance platform with real-time financial models, automated reporting, and scenario planning for finance teams.
Vendor and budget variance analysisReal time dashboards and reportingMulti scenario forecasting - 8Financial Planning & Analysis, Financial Planning and Analysis
Firmbase
Financial Planning and Analysis
AI-first FP&A platform for mid-market companies automating financial consolidation, reporting, and planning.
Financial Planning & AnalysisFinancial Consolidation - 9Financial Planning & Analysis, Financial Planning and Analysis
Basis
Financial Planning and Analysis
Next-generation FP&A platform combining spreadsheet-like flexibility with database structure for financial modeling and planning.
Financial Planning & AnalysisFinancial Modeling Platforms - 10Financial Planning & Analysis, Financial Planning and Analysis
Acterys
Financial Planning and Analysis
Planning and analytics platform for Microsoft Power BI enabling writeback, budgeting, and financial consolidation.
Financial Planning & AnalysisFinancial ConsolidationPrice$35 / user / month
