advisor financial planning software - AI tools

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

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Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

RightCapital is AI-enhanced financial planning software that simplifies planning, enhances client engagement, and helps advisors scale efficiently through tools like Smart Import™ for data entry and comprehensive planning features.

• Freemium
• From 150$

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

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Runway is a modern financial planning and analysis platform that enables teams to collaborate on planning, reporting, and forecasting with AI-powered insights to drive better business decisions.

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Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Cube Software is a no-code Financial Planning & Analysis (FP&A) platform designed to streamline planning, reporting, and decision-making for finance teams, integrating seamlessly with existing spreadsheets like Excel and Google Sheets.

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Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

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Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

Plootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.

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Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

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Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

BPC-AI is an AI-powered collaborative business plan software that builds comprehensive business plans, generates accurate financial forecasts, analyzes markets, and monitors performance in real time for entrepreneurs and support organizations.

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Drivetrain is an AI-native business planning platform designed to accelerate budgeting, reporting, and forecasting for FP&A teams, automating key financial workflows.

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