Cubbie Points
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 Transitions
- 1Financial Advisory Practice
- 2Succession Planning
HRSoft
Compensation Management
Compensation and performance management with merit planning, total rewards, and succession planning for enterprises.
Succession PlanningPerformance Management - 3Financial 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
- 4Financial Advisory Practice
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 managementPrice$83.33+ / month
- 5Financial Advisory Practice
Junxure
Financial Advisory Practice
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Per seatWorkflow AutomationDocument Management - 6Succession Planning
WealthCounsel
Legal Document Automation
Estate planning software and community for attorneys with drafting tools and educational content.
Interactive document drafting with guided interviewsCloud based secure document storage and accessClient intake and information collectionPrice$375 / month
Price position: above the category median. - 7Financial Advisory Practice
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 managementPrice$1,083.33+ / month
- 8Succession Planning
SkillsTX
Skills Intelligence
SkillsTX provides a skills intelligence platform that maps organizational skills using SFIA framework alignment to support workforce planning and talent development.
Sfia based skills mapping and assessmentMulti framework competency supportSkills gap analysisPrice$13+ / seat / month
- 9Financial Advisory Practice
Hubly
Financial Workflow Automation
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Free trialHIPAAPCI DSSISO 27001Per seatMeeting Scheduling - 10Succession Planning
MentorcliQ
Mentoring Platforms
Employee mentoring software for enterprises with matching algorithms and program analytics.
Tiered plansSuccession PlanningLearning & DevelopmentPrice$825+ / month
