online financial planning tools - AI tools

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

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

• Freemium

Golden Compass is a comprehensive financial education platform offering interactive tools, market news, and educational resources to help users manage budgets, track investments, and achieve financial goals.

• Free

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

MoneyOnFIRE is an AI-powered financial planning tool that provides personalized, actionable steps to optimize finances and achieve financial independence goals faster through advanced calculations and scenario analysis.

• Other

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

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$

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.

• Contact for Pricing

Insurance and Estates provides expert guidance and resources on using properly designed whole life and indexed universal life insurance strategies for debt repayment, wealth building, tax planning, retirement planning, and legacy creation.

• Contact for Pricing

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

MoneyTool is an AI-powered financial management tool that provides private tracking, planning, and growth insights for personal finance without data collection.

• Free

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$

Fintera is a comprehensive financial planning tool offering calculators for conventional and Sharia finance, including mortgage, investment, savings, and spending tracking, to help users make informed financial decisions.

• Other

Bonfire is an AI-powered financial planning app designed to guide users toward Financial Independence and Retire Early (FIRE) by focusing on key financial factors and future projections.

• Free

NerdWallet is a comprehensive personal finance platform that provides expert research, comparisons, and tools to help users make informed financial decisions across credit cards, banking, loans, insurance, investing, and more.

• Free

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

• Contact for Pricing

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.

• Contact for Pricing

Good Financial Cents is a comprehensive personal finance platform founded by Certified Financial Planner Jeff Rose, offering actionable advice on making money, managing finances, investing, retirement planning, and achieving financial freedom.

• Free

Calcy.net is an online platform offering a comprehensive suite of calculators for financial planning, health tracking, mathematical problems, and everyday calculations, designed to provide quick and easy solutions for various needs.

• Free

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

• Free Trial

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.

• Contact for Pricing

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free

Steve is an AI-powered financial coaching platform that helps users track spending, set goals, and achieve financial independence through personalized insights and automated budgeting.

• Freemium
• From 5$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid