Financial Planning Software For Advisors

Among the top financial planning software programs used by professional financial advisers, according to a recent survey, are MoneyGuidePro, eMoney, Right Capital, MoneyTree, and Advicent/NaviPlan. Software for Professional Advisors

Top 5 Software Programs Used by Financial Advisors Software for Professional Advisors. Financial software programs typically provide historical data; the ability to… MoneyGuidePro. MoneyGuidePro was the winner in terms of market share: 36.10% of those surveyed who use financial… eMoney Advisor.

Financial Planning Software for Financial Advisors

  • MoneyGuidePro. MoneyGuidePro is a client-centered financial planning software used by …
  • eMoney Advisor. The program is based around three distinct packages of services (Plus, Pro, and …
  • RightCapital. Advisors can use RightCapital to develop financial plans through an…

MoneyGuidePro (MGP) is the market leader in financial planning software adoption, as measured by reported usage from surveys of actual financial advisors. With robust usage amongst both large-firm enterprises and independent advisors, MoneyGuidePro is recognized as the company that put goals-based financial planning on the map, when it emerged onto the scene in 2000. MGP was also one of the first financial planning software platforms to already be operating from the cloud in the early 2000s …

For Advisors | MaxiFi Planner MaxiFi Planner PRO software is the most powerful, accurate, and comprehensive financial planning program for advisors Use MaxiFi Planner PRO to build valuable lifetime financial plans for your clients. MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning.

Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of …

Snap Projections helps financial advisors, planners, and wealth managers grow their AUM and increase referrals. Easily illustrate your value and educate clients to help them make better financial decisions with an easy-to-use yet comprehensive financial planning software. © Snap Projections.

Which is the best free financial planning tool?
Mint is one of the most popular free financial planning tools on the market. There’s a lot you can do with Mint, including: “Mint is an incredibly popular online personal finance tool that’s great for all kinds of users.

What is financial planning software for advisors?
Financial Planning Software for Advisors 1. MoneyGuidePro. MoneyGuidePro is a client-centered financial planning software used by… 2. Advizr. Advizr is a financial planning platform designed for retirement professionals… 3. Money Tree. Money Tree is an advisor platform that uses a …

Financial Planning Software For Advisors

Personal Capital is a popular financial planning software option for both beginners and those more experienced with money management. The free version of the software includes all the features necessary for basic financial planning

The best personal finance software is Quicken. Get 10% off the normal price for Quicken, the best personal finance software when it comes to keeping your money in order. Manage to budget bills …

Quicken Premier. Quicken Premier is the best all-around personal finance software bar none. Our pick for the best personal finance software is Quicken Premier. Quicken is one of the best-known names in personal finance, and it is constantly updating its software with new features.

What is the best financial advisor program?
While Advicent offers multiple products designed to suit a wide range of financial advisors’ needs, NaviPlan is the most comprehensive and useful program available. A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number of clients and varying net worth.

What is an integrated financial advisor?
Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. See how our clients are using eMoney to scale financial planning across their firms, elevate the client experience, and grow their businesses.

What is Canadian financial planning?
Financial Planning software designed for Canadian Financial Advisors, Planners, and Investment Managers to save time and increase client satisfaction. Call us Toll-Free at 1-888-758-7977 [email protected]

Google: Finance Analyst, Expenses and Headcount, Google Cloud

Financial Analysts ensure that Google makes sound financial decisions. As a Financial Analyst, your work, whether it’s modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions. Working on multiple projects at a time, you are focused on the details while finding creative ways to take on big picture challenges.

As someone who knows the workings of the core Finance team inside and out, you’ll lead individual projects to transform planning, tracking, and control processes. You’ll provide Senior level management with insightful recommendations, planning, and reporting support.

The Cloud Sales finance team ensures that Google Cloud Sales makes sound financial decisions. We are an important partner and independent advisor to the Google Cloud commercial leaders, providing them financial, analytical, and strategic insight. As a Google Cloud Finance analyst, you will work with cross-functional teams who all value the impact and influence Finance brings to the table, and who leverage our insights to make the most strategic decisions. Using your technical skills, business acumen, and creativity, you will build automated data solutions that provide strategic insights. You will set the team up for success by creating data pipelines, improving the quality of data, and analyzing data to develop insights that the team can use to shape our go-to-market strategy. You’ll make data highly actionable through self-service tools and cross-functional reporting, enabling Product Marketers and leadership to make faster, informed decisions.

Minimum qualifications:

  • Bachelor’s degree in Computer Science, Electrical Engineering, Math, Economics, Finance, or related field, or equivalent practical experience.
  • 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function.
  • Experience in writing SQL queries and retrieving data from relational databases.

Preferred qualifications:

  • Experience working on teams that manage large-scale data projects.
  • Conceptual, logical, and physical data modeling and data architecture knowledge.
  • Knowledge of the Cloud/Software industry.
  • Visualization expertise in tools like Tableau, Power BI, Looker, etc.
  • Ability to self-direct work in an unstructured, fast-paced environment, and comfortable with ambiguity.
  • Excellent quantitative, written, and presentation skills; innovative, organized, and thorough.


  • Partner closely with the Regional Finance teams, understand their data needs, and build plans to address those with intelligent data solutions. Track business performance against P&L goals working with cross-functional partners and report on results to Google Cloud leadership.
  • Use Google’s big data to architect metrics, solve problems, and influence executive decision-making. Deliver data solutions that tell a story and provide insights to the users, enabling them to make better decisions.
  • Incorporate best practices for reporting, dashboards and scorecards, data visualization.
  • Drive Financial business partnership with regional sales finance, supporting function and non-revenue teams.
  • Manage and drive one or more large and complex programs spanning multiple organizations.
  • Work cross-functionally to develop effective investment strategies and risk management, finding solutions to challenges and influencing the outcomes through data-driven analysis.

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