Financial Planning Software Companies

Find the best Financial Planning Software companies for your business. Compare case studies, success stories, & testimonials from the top Financial Planning Software vendors.

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Browse 1,434 reviews, 1,343 case studies & customer success stories, and 287 customer videos of the best Financial Planning Software for your business needs

  • Overall Reference Rating 4.7

    Board

    Premium
    Financial Planning Software

    Board’s Intelligent Planning Platform delivers solutions that help over 2,000 organizations worldwide plan smarter — enabling actionable insights and better outcomes. Board helps leading enterprises discover crucial insights which drive …

  • Overall Reference Rating 4.8

    Pigment

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    Financial Planning Software

    Pigment is the business planning platform for fast-growing companies. Their mission is to help companies make better, faster decisions in a changing world, and drive revenue growth. At Pigment they …

  • Overall Reference Rating 4.7

    CCH Tagetik

    Premium
    Financial Planning Software

    Wolters Kluwer (AEX: WKL) enables finance, legal, tax, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and …

  • Overall Reference Rating 4.7

    Mintigo

    Premium
    Financial Planning Software

    The Mintigo marketing intelligence platform continuously searches the big data of the web and social profiles to help marketers find and engage best prospects. Mintigo analyzes the needs and interests …

  • Overall Reference Rating 4.7

    Maxiplan

    Premium
    Financial Planning Software

    Maxiplan provides flexible, integrated solutions for planning, budgeting, forecasting, consolidation, reporting and in-depth analysis; as well as scorecard, dashboard and business intelligence functionality. It streamlines the whole process with a …

  • Overall Reference Rating 4.8
    Financial Planning Software

    Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher education, and financial institutions. At Strata, their goal …

  • Overall Reference Rating 4.8

    Lucanet

    Verified
    Financial Planning Software

    Lucanet isn’t merely a software. It's a platform for transformation. Our CFO Solution Platform takes the complexity out of consolidation, planning and reporting, giving finance teams back their most valuable …

  • Overall Reference Rating 4.8

    Partner Platform

    Verified
    Financial Planning Software

    Acquired by Zywave in 2022, SIS is a group of highly trained customer service personnel, knowledgeable insurance professionals and expert technical specialists dedicated to helping independent insurance agents grow their …

  • Overall Reference Rating 4.7

    PowerPlan

    Verified
    Financial Planning Software

    PowerPlan software provides financial insight into how complex rules and regulations impact your organization – empowering you to make credible decisions that improve overall corporate performance. The integrated solution provides …

  • Overall Reference Rating 4.7
    Financial Planning Software

    LivePlan guides you through building a comprehensive business plan, analyzes accounting information in real-time, and provides actionable business insights to help you maintain a healthy business.

  • Overall Reference Rating 4.8
    Financial Planning Software

    eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive …

  • Overall Reference Rating 4.8
    Financial Planning Software

    Figured is improving the business of farming by providing world-leading intelligent business solutions for farmers, accountants and banks. Figured is the complete online livestock tracking, farm budgeting and forecasting tool …

  • Overall Reference Rating 4.8
    Financial Planning Software

    Acterys enables instant clarity for present & future through end-to-end analytics & planning solutions for major ERP and SaaS solutions. On top of the single version of the truth data …

  • Overall Reference Rating 4.8
    Financial Planning Software

    Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution …

  • Overall Reference Rating 4.8
    Financial Planning Software

    TeamOhana was founded on the idea that headcount is a team sport – but most “teams” aren’t set up to win. While many systems store people and budget data (HCM, …