Best Financial Planning Software in 2026

Boldin

Boldin suits individuals who want to model household finances, compare scenarios, and plan income, taxes, savings, or withdrawals.

FE CashCalc

FE CashCalc is designed for financial advisers and paraplanners who need lifetime cashflow plans, scenario modelling and client reports.

MaxiFi

MaxiFi suits people making long-range financial decisions about career, housing or retirement.

MoneyGuide

MoneyGuide suits financial advisors who want to build plans with clients around goals, retirement, taxes, insurance, or other listed planning areas.

myprosperity

It is designed for accounting and financial advice practices and their clients, particularly firms that want shared forms, signing, records and financial tools in a portal.

ProjectionLab

ProjectionLab suits people planning personal finances and retirement, including those who want to model taxes, withdrawals or international scenarios.

Conquest

The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.

Dynamic Planner

It suits UK advice firms and wealth managers seeking client profiling, cash-flow modelling, suitability work and ongoing reviews.

EVPro is for financial advisers who need tools to assess client risk, investments, cash flow, and portfolios.

LivePlan

LivePlan suits startups and established companies that need business planning, financial forecasting, and plan-based presentations.

It suits financial planning businesses and financial advisers needing client engagement, advice, practice management or business-improvement tools.

Pocket Risk is aimed at financial advisors who want clients to complete an investment risk questionnaire and receive a visual risk profile.

eMoney Advisor

It is built for financial advisors and is also described as serving banks, broker-dealers and registered investment advisors.

MyOwnFP

It suits Canadian DIY investors and financial advisors who need scenario, cash-flow, tax, and investment planning in a web service.

RightCapital

RightCapital suits financial advisors who need retirement and tax planning tools alongside a portal for sharing plans and collaborating with clients.

Xplan

Xplan is aimed at financial advice and wealth firms of different sizes, including practices wanting standard tools and firms needing configured modules.

It suits individuals exploring retirement outcomes and how assumptions affect longer-term financial projections.