Naviplan, Money Guide Pro and Advisor Vision are the best products in an increasingly crowded financial-planning software market, according to a new analysis by Aite Group in Boston.
Sophie Schmitt, senior analyst at Aite and author of Evaluating Wealth Management Platforms: Financial Planning at the Core, analyzed 13 different planning software packages, which also include Financial Compass, Finantix Components for Financial Planning, Intellect Wealth FNA, Methuselah, Plan Plus Planit, Profiles, TCS Bancs Wealth Management, Thomson Reuters Financial planning, Wealth IQ and Wealth Station.
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