Best Financial Planning Software in 2026
Updated
34ranked
0free plans on this page
$3.50/molowest paid tier
9 Oct 2026last checked
Input list Financial Planning Software 9 channels on this page · 52 of 72 spec lines stated by the makers
Ch Tool Free planPaid fromCash-flow modelingGoal planningTax planningScenario analysisInsurance planningInvestment planning Spec sheet Score
26 WealthTrace Free planNoPaid fromnot statedCash-flow modelingnot statedGoal planningnot statedTax planningnot statedScenario analysisYesInsurance planningnot statedInvestment planningnot stated 2/8spec lines stated 6.5
27 Kerdora Free planNoPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningYesScenario analysisYesInsurance planningYesInvestment planningYes 7/8spec lines stated 6.3
28 Moneytree Free planNoPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningYesScenario analysisYesInsurance planningYesInvestment planningYes 7/8spec lines stated 6.3
29 Planswell Free planYesPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningYesScenario analysisYesInsurance planningYesInvestment planningYes 7/8spec lines stated 6.3
30 PlanTechHub Free planYesPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningYesScenario analysisYesInsurance planningYesInvestment planningYes 7/8spec lines stated 6.2
31 Cushion Free planNoPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningNoScenario analysisNoInsurance planningNoInvestment planningNo 7/8spec lines stated 6.0
32 Foundry Planning Free planNoPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningYesScenario analysisYesInsurance planningYesInvestment planningYes 7/8spec lines stated 5.9
33 Libretto Free plannot statedPaid fromnot statedCash-flow modelingnot statedGoal planningYesTax planningnot statedScenario analysisnot statedInsurance planningYesInvestment planningYes 3/8spec lines stated 5.7
34 Finjaro Free planNoPaid fromnot statedCash-flow modelingYesGoal planningYesTax planningnot statedScenario analysisYesInsurance planningYesInvestment planningnot stated 5/8spec lines stated 5.6
Compare all 9 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Cash-flow modeling | Goal planning |
|---|---|---|---|---|---|---|---|---|
| 26 | WealthTrace | 6.5 | No | $19.08/mo | No | — | — | — |
| 27 | Kerdora | 6.3 | No | $3.50/mo | No | — | Yes | Yes |
| 28 | Moneytree | 6.3 | No | $99.58/mo | No | — | Yes | Yes |
| 29 | Planswell | 6.3 | No | — | Yes | — | Yes | Yes |
| 30 | PlanTechHub | 6.2 | No | $90/mo | Yes | — | Yes | Yes |
| 31 | Cushion | 6.0 | No | $10/mo | No | — | Yes | Yes |
| 32 | Foundry Planning | 5.9 | No | $166/mo | No | — | Yes | Yes |
| 33 | Libretto | 5.7 | No | — | — | — | — | Yes |
| 34 | Finjaro | 5.6 | No | $50/mo | No | — | Yes | Yes |
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