Financial advisors are trusted partners in helping clients build and protect their financial futures. This kind of responsibility demands software that is reliable, secure, and tailored specifically for the complexities of the financial industry. The right tools offer everything from portfolio management and financial planning to client communication, compliance tracking, and secure document sharing. At Cubbie, we carefully curate software designed to meet the unique needs of financial professionals, to help them make smarter decisions and deliver stronger outcomes for their clients.
Payment Processors
Stripe is a payment infrastructure platform that enables businesses to accept payments, manage subscriptions, and build financial products through APIs.
PriceUsage-based
Project Management
Asana is a work management platform that helps teams orchestrate projects, processes, and goals in one place. It offers multiple project views including lists, boards, timelines, and portfol...
Price$10.99 / user / month
Price position: below this category's displayed range.
Financial Planning for Startups
AI-powered financial planning tool for small businesses that automatically generates financial projections from accounting data.
Price$19 / month
Price position: below the category median.
Fund Accounting
SPV platform for fund managers and angels with instant setup, closing, and administration.
Price$375+ / month
Starting price: above the category median.E-Signature
Independent e-signature platform with digital signatures and identity verification.
Price$15+ / month
Price position: below this category's displayed range.
CRM
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Price$39+ / user / month
Starting price: below the category median.
Wealth Management Platforms
Client engagement platform for wealth management on Salesforce.
Price$80+ / seat / month
Starting price: at the category median.
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Price$83.33+ / month
Starting price: above the category median.Financial Planning & Analysis
Visual financial planning platform that maps client financial data for advisor meetings.
Price$89+ / user / month
Starting price: above the category median.Cash Flow Forecasting
Three-way cash flow, P&L, and balance sheet forecasting software for accountants and advisors.
Price$102.89+ / month
Starting price: above the category median.Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Price$1,083.33+ / month
Starting price: above the category median.
Customer Onboarding Software
Client onboarding and data gathering platform for advisors automating forms and client data collection.
Price$25+ / month
Starting price: below the category median.Financial Planning & Analysis
Financial planning software for advisors with tax planning and client portal.
Price$125+ / month
Starting price: above the category median.
Client Portal Software
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Price$99+ / month
Starting price: above the category median.
Financial Advisory Practice
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Price$133.25+ / month
Starting price: above the category median.
Financial Workflow Automation
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
Price$45+ / user / month
Starting price: below the category median.Wealth Management Platforms
Financial technology platform for trading, wealth management, mortgages, and market data.
Price$25+ / seat / month
Starting price: below the category median.
Wealth Management Platforms
Wealth management technology platform with CRM, portfolio, and proposals.
Price$69 / user / month
Price position: below the category median.
Cubbie Points
