Current Status of the Financial Planning Software Reviews

Confused? It Makes More Sense if You Start at the Home Page

Not currently evaluating anything. The next vendor to review is: eMoney (SunGard).

If you're wondering why this project stalled, it's because it didn't "change the world" like it should have (ditto for this unique groundbreaking money tool). Basically nothing happened when I blew the whistle on MoneyGuidePro's shenanigans, so this exercise in futility is on hold until profitable work on this site runs out (and I'm sitting around bored staring at market trading software doing my stock market timing service).

People should have been smart enough to compare actual features and functions, then compare price, and then we should have had a landslide of business from everyone waking up and smelling the reality and not renewing fake goals-based software, and buying actual cash-flow-based software instead.

That happened a little, but not enough to make constantly keeping up with what everyone else is doing worth it from a business sense (which is a full-time job).

So this is a back burner project that may start back up again in the summer of 2015.

Money management systems comparisons for advisors

Money management system evaluations for DIY investors

Here's the list of vendors in order of evaluation. If it has a link, then it's done. If the text is bold, then it's currently being evaluated (or is next):

Torrid Tech

Money Tree

MoneyGuidePro

NaviPlan

Riskalyze

eMoney (SunGard)

MasterPlan

Brentmark

ESPlanner

IPSAdvisorPro

Cheshire

Financial Profiles

Lumens

Methuselah

IncomeMax (Cygnus)

StillRiver

FPS SytstmsAdviceAmerica

Engagement Systems

Allocation Master

Wealth Tec

PlannerPro

Financial Guidance (Financial Compass)

Financeware

PlanPlus

Dozens more to come eventually

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)