Software for Financial Advisers

Financial planning software is essential for automating and streamlining tasks like customer management, retirement projections, cash flow analysis, and tax strategy planning. The best software depends on your firm’s specific needs, such as integration with other tools, the complexity of client cases, and ease of use. Our directory helps you compare top-rated financial planning solutions by offering detailed insights on features, pricing, and user reviews, ensuring you can find the most suitable platform to enhance your client services and practice efficiency.
Choosing the right financial planning software requires evaluating several key factors. Our directory helps you compare solutions based on:

• Practice size and scalability needs
• Integration capabilities with your existing systems
• Client portal features and digital engagement tools
• Cost per user/advisor
• Regulatory compliance requirements for your region
• Available training and support

Our filtering system lets you narrow down options based on your specific requirements, saving hours of research time.

A modern adviser tech stack should form a cohesive ecosystem that supports every aspect of your practice. Essential components include:

• Core financial planning platform
• CRM system
• Portfolio management tools
• Risk assessment software
• Document management system
• Client portal
• AI tools to streamline tasks
• Compliance management tools
• Marketing automation

Our directory categorises solutions by function and shows compatibility between different tools, helping you build an integrated financial planning tech stack that eliminates data silos and improves efficiency.

AI-powered tools can significantly improve efficiency in financial advisory practices by automating repetitive tasks, such as data entry, compliance monitoring, and document management. These tools can also provide deeper insights into client portfolios and support better decision-making. 

Our directory lists advanced AI tools specifically designed for financial advisers, allowing you to explore how AI can integrate into your workflow, reduce manual processes, and improve both compliance and client outcomes.

We carefully review each software or adviser solution before listing it on our directory.

No, the directory is free to use for all visitors. We hope you find it valuable.