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Best AI tools for financial planning software for financial advisors
Short answer: eMoney Advisor, MoneyGuide, RightCapital are strong starting points. Here are all 4 options and what each is best for.
Planning software builds client financial plans, retirement projections and scenarios. Vendors are adding AI for data entry, insights and client-facing explanations.
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| MoneyGuide Envestnet's goals-based financial planning software. | Goals-based planning conversations | From $175/advisor/mo | None listed | Visit ↗ |
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| Asset-Map Visual financial planning software that maps a client's financial life on one page. | Discovery meetings and visual client conversations | From $149/mo | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
Compare financial planning software pricing plan by plan · Want a walkthrough? Open any tool page and use “Get a demo”.
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FAQ
What are the best financial planning software tools for financial advisors?
eMoney Advisor, MoneyGuide, RightCapital are good starting points. We list 4 options in this category.
Which financial planning software is easiest to learn?
Ease of use is subjective. Most vendors offer demos or trials, so test a real client scenario in two or three before committing.