Its budgeting and student loan debt features make it great for younger clients just starting out in their careers.

RightCapital: Created for advisors who need something between basic and comprehensive, RightCapital provides intuitive financial planning capabilities and tax planning strategies.

It includes lead generation, goal discovery, recommendations, presentations and monitoring capabilities. NaviPlan: NaviPlan provides simple goals-based assessments and advanced cash-flow planning analysis.

MoneyGuidePro: The flagship version of Envestnet's financial advisor software provides goals-based planning with what-if worksheets, custom report templates and detailed plan analytics.eMoney Advisor: Designed to help you plan, engage, manage, streamline and grow your business, eMoney Advisor comes in four tiers – from Plus, which provides streamlined, goals-based planning, to Growth, designed to supercharge your business with integrated marketing and planning capabilities. Home Best Products Personal Finance The Best Personal Finance Software for 2023 Need to make sense of your budget, get a better grasp on your household spending, or simply check your credit score.See it all at a glance when you link your cash accounts, credit cards, investments, and bills. It offers three tiers, including Advise for big-picture goal tracking and Plan for more in-depth goal and cash-flow tracking, plus what-if analysis to multi-advisor firms. Sign up for free 1 most downloaded personal finance app 1 See why Mint is trusted by over 30 million users Read reviews Discover what’s so amazing about Mint All your accounts. Moneytree: An early pioneer in financial planning software, Moneytree was founded in 1981 to provide advisors and planners with mathematically advanced tools that can help them create a repeatable planning process.

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