Capital financial software

Interactive Retirement Planning. Tax-Efficient Distribution. Insurance Needs Review. Schedule a Demo. Support at Every Turn Empathy and guidance are built in. MoneyGuide Pro is a powerful yet user-friendly tool for the professional who needs to track and categorize expenses for a client but who finds standard Excel spreadsheets boring and unengaging. MoneyGuide Pro also offers a less intensive myMoneyGuide version, which is designed to be used as a sales presentation tool.

MoneyGuide Pro offers a wide range of functionality but is designed for use by financial advisors. However, for the seasoned money management professional, MoneyGuide Pro offers a powerful teaching tool that can help make budgeting and financial planning easier to understand for clientele and also makes life easier for the planner. Professional financial advisors who like a cash flow-based approach Price : Inquire for rates.

Advicent offers a host of tools for financial advisors but its NaviPlan software suite is by far the most useful for planning purposes. NaviPlan makes it easy for advisors to quickly flip through the portfolios of multiple clients and uses a cash-flow based approach to manage retirement savings, contributions, debt, and other liabilities.

Much like MoneyGuide Pro, Advicent is designed with the financial professional in mind and is not suitable for casual financial planners managing their own expenses.

However, for financial advisors looking for a one-stop-shop for all their analysis and planning needs, NaviPlan is a powerful tool. Forget expensive financial advisors. The digital age has made it easier than ever to handle your own financial planning. These days, you can even plan your own retirement from the palm of your hand or from the comfort of your home office.

Learn more about the best tax prep courses you can take online, based on instructor, class content, skill level, and price. Read More. Learn about the best online tax software you can use to file this year, based on fees, platforms, ease-of-use, and more. Your Money. Personal Finance. Your Practice. Popular Courses. Financial Advisor Practice Management. Part Of. Maintaining and Growing Your Practice.

Resources for Advisors. Tips for Advisors. Financial Advice. Table of Contents Expand. Software for Advisors. Money Tree. Advicent NaviPlan. Key Takeaways Financial advisors can benefit from software aimed at increasing their sales and performance, as well as providing market analytics and insights.

Fintech platforms are especially helpful for independent financial professionals who do not have the benefit of a large firm or organization to provide software tools. Compare Accounts. The offers that appear in this table are from partnerships from which Investopedia receives compensation.

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