![]() Its budgeting and student loan debt features make it great for younger clients just starting out in their careers. Integrated financial planning software makes it easier and more transparent for business decision-makers to manage cash flow and deploy their capital to the. RightCapital: Created for advisors who need something between basic and comprehensive, RightCapital provides intuitive financial planning capabilities and tax planning strategies.Michael Baker frees up time to focus on clients. Turn your budgets into living, value-add tools for the whole business. A large and growing community of companies is improving project performance across organizations with connected, intelligent project management. Living forecast Budgets are only as good as the latest forecast. It includes lead generation, goal discovery, recommendations, presentations and monitoring capabilities. Easily transfer data between your budgeting, accounting, HR and MIS software to monitor real-time spending against your original and current budget. What is budgeting software What is FP&A What is financial planning What is zero-based budgeting (ZBB) Planning customer successes. NaviPlan: NaviPlan provides simple goals-based assessments and advanced cash-flow planning analysis.MoneyGuidePro: The flagship version of Envestnet's financial advisor software provides goals-based planning with what-if worksheets, custom report templates and detailed plan analytics.eMoney Advisor: Designed to help you plan, engage, manage, streamline and grow your business, eMoney Advisor comes in four tiers – from Plus, which provides streamlined, goals-based planning, to Growth, designed to supercharge your business with integrated marketing and planning capabilities.It offers three tiers, including Advise for big-picture goal tracking and Plan for more in-depth goal and cash-flow tracking, plus what-if analysis to multi-advisor firms. ![]() ![]() Moneytree: An early pioneer in financial planning software, Moneytree was founded in 1981 to provide advisors and planners with mathematically advanced tools that can help them create a repeatable planning process.
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