Financial Management Software Comparison

Evaluating Social Security planning, tax efficiency planning, risk management, or retirement transition planning solutions for your practice?

Review your options below with comparison of features:

Social Security Timing Tax Clarity Smartrisk Income Insight

Social Security Planning Solutions

Feature
Social Security Timing
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
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Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
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Feature
Social Security Solutions
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$
No contract guarantee
Feature
Social Security Analyzer
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
Ability to create alternate strategies
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Access to free expert support
PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
Pricing
$
No contract guarantee
Feature
Maximize My Social Security
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$
No contract guarantee
Feature
eMoney
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$$
No contract guarantee
Feature
MoneyGuidePro
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$$
No contract guarantee
Feature
Social Security Timing
Social Security Solutions
Social Security Analyzer
Maximize My Social Security
eMoney
MoneyGuidePro
Social Security strategy identification and comparison
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Break-even chart to determine best strategy
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Ability to create alternate strategies
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Access to free expert support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$ $ $ $ $$$ $$$
No contract guarantee
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Tax Efficiency Planning Solutions

Feature
Tax Clarity
Tax Map to identify opportunities
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Tax strategy comparison
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Ability to calculate effective marginal tax rate
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Access to free expert support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
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Feature
Right Capital
Tax Map to identify opportunities
Tax strategy comparison
Ability to calculate effective marginal tax rate
Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$$
No contract guarantee
Feature
BNA
Tax Map to identify opportunities
Tax strategy comparison
Ability to calculate effective marginal tax rate
Access to free expert support
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PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$
No contract guarantee
Feature
LifeYield
Tax Map to identify opportunities
Tax strategy comparison
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Ability to calculate effective marginal tax rate
Access to free expert support
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PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
eMoney
Tax Map to identify opportunities
Tax strategy comparison
Ability to calculate effective marginal tax rate
Access to free expert support
PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
Pricing
$$$
No contract guarantee
Feature
MoneyGuide Pro
Tax Map to identify opportunities
Tax strategy comparison
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Ability to calculate effective marginal tax rate
Access to free expert support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
Tax Clarity
Right Capital
BNA
LifeYield
eMoney
MoneyGuide Pro
Tax Map to identify opportunities
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Tax strategy comparison
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Ability to calculate effective marginal tax rate
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Access to free expert support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$ $$$ $ $$ $$$ $$
No contract guarantee
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Risk Management Solutions

Feature
SmartRisk
Portfolio comparison
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Single name concentration alerts
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Household view of accounts
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Heavy-tailed risk model
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Access to free support
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PDF branding
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Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
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Feature
Riskalyze
Portfolio comparison
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Single name concentration alerts
Household view of accounts
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Heavy-tailed risk model
Access to free support
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PDF branding
Additional resources (help center, blogs, videos)
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Pricing
$$$$
No contract guarantee
Feature
Rixtrema
Portfolio comparison
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Single name concentration alerts
Household view of accounts
Heavy-tailed risk model
Access to free support
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PDF branding
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Additional resources (help center, blogs, videos)
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Pricing
$$$
No contract guarantee
Feature
Hidden Levers
Portfolio comparison
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Single name concentration alerts
Household view of accounts
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Heavy-tailed risk model
Access to free support
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PDF branding
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Additional resources (help center, blogs, videos)
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Pricing
$$$$
No contract guarantee
Feature
eMoney
Portfolio comparison
Single name concentration alerts
Household view of accounts
Heavy-tailed risk model
Access to free support
PDF branding
Additional resources (help center, blogs, videos)
Pricing
$$$
No contract guarantee
Feature
MoneyGuide Pro
Portfolio comparison
Single name concentration alerts
Household view of accounts
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Heavy-tailed risk model
Access to free support
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PDF branding
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Additional resources (help center, blogs, videos)
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Pricing
$$$
No contract guarantee
Feature
SmartRisk
Riskalyze
Rixtrema
Hidden Levers
eMoney
MoneyGuide Pro
Portfolio comparison
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Single name concentration alerts
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Household view of accounts
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Heavy-tailed risk model
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Access to free support
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PDF branding
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Additional resources (help center, blogs, videos)
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Pricing
$$ $$$$ $$$ $$$$ $$$ $$$
No contract guarantee
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Retirement Transition Planning Solutions

Feature
Income InSight
Generate withdrawal strategies for clients
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Ability to create Roth conversion strategies
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Stress tests
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Incorporate insurance products
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Access to free support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
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Feature
Right Capital
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
Incorporate insurance products
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Access to free support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
Income Solver
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
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Incorporate insurance products
Access to free support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
RetireUp Pro
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
Incorporate insurance products
Access to free support
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PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
Income Conductor
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
Incorporate insurance products
Access to free support
PDF branding
Marketing materials
Additional resources (help center, blogs, videos)
Pricing
$$$$
No contract guarantee
Feature
eMoney
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
Incorporate insurance products
Access to free support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
checkmark
Pricing
$$$
No contract guarantee
Feature
MoneyGuide Pro
Generate withdrawal strategies for clients
Ability to create Roth conversion strategies
Stress tests
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Incorporate insurance products
Access to free support
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PDF branding
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Marketing materials
Additional resources (help center, blogs, videos)
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Pricing
$$
No contract guarantee
Feature
Income InSight
Right Capital
Income Solver
RetireUp Pro
Income Conductor
eMoney
MoneyGuide Pro
Generate withdrawal strategies for clients
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Ability to create Roth conversion strategies
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Stress tests
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Incorporate insurance products
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Access to free support
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PDF branding
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Marketing materials
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Additional resources (help center, blogs, videos)
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Pricing
$$ $$ $$ $$ $$$$ $$$ $$
No contract guarantee
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