Platforms for managing financial advisory firm operations including client portfolios and compliance.
Farm Management Software
Traction Ag provides farm-specific accounting and financial management software that helps farmers track profitability by field, crop, and enterprise.
Price$150+ / month
Starting price: above the category median.Accounting Firm Management
Xero Practice Manager is practice management software for accounting and bookkeeping firms, handling job and workflow management, time tracking, WIP and invoicing, and client management, int...
Price$149+ / month
Starting price: at 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: below the category median.
Budgeting and Forecasting
Business advisory and forecasting platform for accountants providing three-way forecasting and automated reporting.
Price$40 / month
Price position: below this category's displayed range.Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Price$1,083.33+ / month
Starting price: above the category median.
Investment Portfolio Management
Advisor portfolio management and reporting platform.
Price$416.67+ / month
Starting price: above the category median.Wealth Management Platforms
Client engagement platform for wealth management on Salesforce.
Price$80+ / seat / month
Starting price: below the category median.
Board Management
Advisor matching platform for fractional CFO services.
Price$195+ / month
Starting price: above the category median.
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Price$83.33 / month
Price position: below the category median.
EHR and EMR Systems
Kareo (Tebra) provides EHR, practice management, billing, and patient engagement solutions for independent medical practices.
Legal Practice Management
CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms.
AI Financial Advisors
AI investment management platform for independent financial advisors.
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Financial Advisory Practice
Modern estate planning software for financial advisors.
Financial Workflow Automation
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Medical Practice Management
AdvancedMD provides cloud-based practice management, EHR, medical billing, and patient experience tools for medical practices.
Legal Billing and Time Tracking
Aderant provides enterprise legal billing, time tracking, and financial management software for large law firms with advanced profitability analytics.
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Financial Advisory Practice
Social Security claiming and retirement income planning platform for financial advisors.
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