![]() ![]() 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. 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. 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. Keep reading below for guidance on how to choose which of these financial advisor software picks would work for your specific business. While the best financial planning software is subjective, some software programs rise above the rest.
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