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Financial Technology Year

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PlanAdvisor

from PlanAdvisor

A web-based SaaS platform for investment advisors, consultants, and third-party administrators (TPAs) to manage and administer retirement and investment plans, with features including retirement planning, financial planning analysis, plan administration, and client portfolio management.
Is this your Company
Category: Retirement Planning Systems
in: Financial Planning
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.

PlanAdvisor


Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

PlanAdvisor


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