Alternatives to Snap Projections

MoneyGuide

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

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.

Redtail CRM may suit advisers or teams seeking a CRM with pipeline visibility, email sync, and marketing automation.

Advisor360° CRM

It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.

eMoney Advisor

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

FinStak is aimed at independent financial advisors, planners, advisory practices, RIAs, broker-dealers and wealth management firms.

Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.

Fin365 suits financial services firms seeking client, business and workflow management across its listed industries.

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.

Worksorted suits Australian financial advice businesses, including licensees and licensed or self-licensed practices.