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What is the Best Financial Planning Softwares?

By Seanseshadritech · December 7, 2019

While the financial sector can be pretty confusing, things are made easier by financial planning software. The great thing about this type of software is that you can track everything in one place. This includes things like budgets, debts and savings. It can be hard to find the perfect program though. With that being the case, here are 5 of the best financial planning softwares as talked about by professionals like Rex Burgdorfer LinkedIn.

Advicent

Advicent is a software that offers many different services and products. The most common and popular one is NaviPlan. It’s mainly focused on plans that deal with a lot of cash-flow, but it can easily be scaled to different client amounts and net worth amounts. It also includes retirement analysis, asset and liability analysis and debt analysis. In addition, this software lets you easily compare everything side by side and come up with various scenarios to ensure everything is up to date.

Personal Capital

Another great option is called Personal Capital. With Personal Capital, you can choose from a free or premium subscription. The features of both vary, but the premium version will give you more features and perks. The great thing about this software is that it lets you manage multiple bank accounts all in one place. It also has advice for retirement planning, a fee calculator and various budgeting tools. Depending on your needs, you can use this software with desktop and mobile.

Money Tree

With Money Tree, you have multiple different options to choose from. With that said, though, the most popular option is the Silver program. This particular program is mainly used by bankers, but it has features that can benefit many different people. One of the best things about Money Tree, is that you can make a specific goal and use tools to work towards that. Some of the goals are: retirement, estate planning or plans for educational funding!

eMoney Advisor

The next best financial planning software is called eMoney Advisor. eMoney is one of those programs that are very in-depth and have a very detailed module for cash flow analysis. Not only does this software offer things like alerts and news, but it also gives real-time data. This makes things much easier and it helps advisors stay on top of their client’s information. This particular software also makes it possible for clients to printout their financial information at any time.

MoneyGuidePro

Not only is MoneyGuidePro extremely user friendly, but it has graphics that look fantastic. The software has many different areas, including one that lets the client input different information to get different scenarios. It also offers services that work with 3rd party programs that make everything much easier to organize and analyze.

Now that you know about some of the best softwares that professionals like Rex Burgdorfer LinkedIn use, you’ll be able to take charge of your finances and get everything organized. Not only will you be able to have everything in once place, but you’ll be able to make a plan that will benefit you the most

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