Financial Planning Software for Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Other Wealth Management
Includes financial planning tools, portfolio management features, and client relationship management. Designed to be user-friendly for both advisors and clients, enhancing overall service delivery.
Scalable, goals-based financial planning solution supporting cash flow planning, risk assessment, scenario analysis, client reporting, and integrations with Orion’s wealth management ecosystem.
Advanced deterministic and Monte Carlo analysis, multi-year cash flow, retirement modeling, estate planning, strategic business planning, and report customization.
Visual scenario planning, client engagement tools, real-time updates, intuitive goal tracking, and integration with other Advicent and InvestCloud tools.
Detailed cash flow analysis, Monte Carlo simulations, investment planning, custom scenario modeling, and highly visual client reports.
Client-friendly, scenario-based modeling, cash flow projections, real-time plan updates, collaborative interface, multiple country support, and document sharing.
Goal- and cash flow-based financial planning, personal financial planning, investment policy statements, risk assessment, multiple country compliance, and client collaboration.
Cash flow-based planning, goal-based planning, retirement gap analysis, tax planning, risk capacity analysis, client portal access, and deep integration with Orion's portfolio management platform.
Comprehensive financial planning, retirement income planning, goals-based planning, scenario analysis, risk assessment, estate planning, and integration with Fidelity's broader wealth management platform.
Goal-based planning, retirement analysis, income and expense projections, Monte Carlo simulations, interactive client portal, what-if scenarios, and integration with Advyzon's portfolio management system.
Risk profiling, goal-based planning, retirement planning, estate planning, tax planning strategies, cash flow analysis, and seamless integration with AssetMark's investment platform.
Comprehensive financial planning, dedicated CFP professional, investment management, tax planning, retirement planning, estate planning, and recurring client meetings through integrated technology.
AI-powered strategy optimization, scenario comparison, real-time collaboration, detailed financial planning, strategic advice, automated recommendations, and intuitive visualization tools.
Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simulations, side-by-side scenario comparisons, client portal, and API integrations with third-party applications.
A portfolio risk analysis and modeling tool that quantifies risk using a proprietary Risk Number methodology. Includes portfolio optimization, stress testing, and retirement planning capabilities.
