Kareo (Tebra) provides EHR, practice management, billing, and patient engagement solutions for independent medical practices.
HIPAASOC 2PCI DSSCustom quoteHealthcare AnalyticsHealthcare Appointment Reminders
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Financial Advisory Practice
Platforms for managing financial advisory firm operations including client portfolios and compliance.
Company size
Purchasing
Compliance
CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms.
Pricing$1,068 to $1,188
$1,068 to $1,188 per seat per year, against a category median of 1,068 dollars.Free trialSOC 2Tiered plansTravel and ExpenseMatter Management
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Modern estate planning software for financial advisors.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,068 dollars.SOC 2Per seatFinancial Planning & AnalysisFinancial Planning and Analysis
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AdvancedMD
Medical Practice Management
- Price
- $429-729 / provider / month
- Model
- Custom quote
- Entry
- Free trial
AdvancedMD provides cloud-based practice management, EHR, medical billing, and patient experience tools for medical practices.
Pricing$5,148 to $8,748
$5,148 to $8,748 per seat per year, against a category median of 1,068 dollars.Free trialCustom quoteOptical Practice ManagementCloud Cost Management
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Traction Ag provides farm-specific accounting and financial management software that helps farmers track profitability by field, crop, and enterprise.
Pricing$1,800
$1,800 per seat per year, against a category median of 1,068 dollars.Free trialAccounting SoftwareFarm Management Software
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Business advisory and forecasting platform for accountants providing three-way forecasting and automated reporting.
Pricing$480
$480 per seat per year, against a category median of 1,068 dollars.Free trialTiered plansRevenue ForecastingBudgeting and Forecasting
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Dentrix by Henry Schein is the leading dental practice management software handling scheduling, clinical charting, billing, imaging, and patient communication.
Pricing$12,000
$12,000 per seat per year, against a category median of 1,068 dollars.Patient Communication PlatformsBilling & Invoicing
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Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and client management features.
Pricing$324 to $960
Cheaper than the rest of this category
$324 to $960 per seat per year, against a category median of 1,068 dollars.Free trialPer seatTravel and ExpenseFinancial Aid Management
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Rocket Matter is a legal practice management and billing platform providing matter management, time tracking, invoicing, and trust accounting for law firms.
Pricing$588 to $948
$588 to $948 per seat per year, against a category median of 1,068 dollars.Free trialSOC 2PCI DSSGDPRPer seatLegal Billing
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Marketing automation for financial advisors.
Pricing$600 to $6,000
$600 to $6,000 per seat per year, against a category median of 1,068 dollars.SOC 2Tiered plansMarketing Compliance AutomationContent Marketing Platforms
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Client acquisition platform for financial advisors.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,068 dollars.Per seatFinancial AdvisorsFinancial Services
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CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.
Pricing$588 to $1,188
$588 to $1,188 per seat per year, against a category median of 1,068 dollars.CRMMortgage Software
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Succession planning and M&A platform for financial advisors
Pricing$5
Cheaper than the rest of this category
$5 per seat per year, against a category median of 1,068 dollars.Succession PlanningFinancial Advisors
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CRM and lead management for financial advisors.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,068 dollars.Free trialISO 27001SOC 2Per seatLead ScoringLead Enrichment
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Pilot provides bookkeeping, tax preparation, and CFO advisory services for startups and growing businesses, combining technology automation with expert accountants from top firms.
Pricing$7,188
$7,188 per seat per year, against a category median of 1,068 dollars.Accounting SoftwareWorkflow Automation
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Bloomberg Law combines comprehensive legal research with business intelligence, news, and financial data for legal professionals who need integrated legal and business insights.
Pricing$1,188
$1,188 per seat per year, against a category median of 1,068 dollars.Business Intelligence (BI)Legal Research Platforms
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AGRIVI provides farm management and agribusiness intelligence software with crop planning, monitoring, analytics, and compliance tracking for global agriculture.
Pricing$480
$480 per seat per year, against a category median of 1,068 dollars.Business Intelligence (BI)Compliance Management
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TimeSolv is a cloud-based legal billing and time tracking platform designed for law firms and professional services with trust accounting and invoicing.
Pricing$479
$479 per seat per year, against a category median of 1,068 dollars.Billing & InvoicingCloud Hosting
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Who Financial Advisory Practice is sold to
- Solo / freelancer6
- Startup (1-50)9
- Small business (51-200)10
- Mid-market (201-1,000)11
- Enterprise (1,000+)8
Out of 32 products here. A product can suit more than one size, and one that states none is in no bar.
What Financial Advisory Practice certifies
- SOC 29
- ISO 270014
- GDPR1
- HIPAA2
- PCI DSS4
- FedRAMP1