Alternatives to IncomeConductor
IncomeConductor is a Financial Planning Software tool: retirement income planning software for financial advisors to create, track, and manage client plans. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
IncomeConductor profileMore Financial Planning Software alternatives
The 20 closest Financial Planning Software companies to IncomeConductor
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INCOMELAB49Financial SoftwareGolden, United States$6.0MInvestment and financial planning platform.
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OnPlan40Financial Planning SoftwareAventura, United States$1.0MA leading budgeting and forecasting platform for businesses, enhancing financial planning with advanced project controls.
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IncomeDiscovery47FintechLiberty Corner, United States$3.8MAI-powered platform simplifying retirement decumulation for financial advisors and institutions.
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
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Guideline62FintechSan Francisco, United States$334.5MGuideline provides a modern, all-in-one platform for managing employee benefits and retirement plans.
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Festina Finance52FintechVaerlose, Denmark$25.0MDevelops financial planning and policy administration software for large financial institutions.
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Link Investment Trust51HR TechCalgary, Canada$2.0MCloud-based platform for administering employee financial wellness benefits like retirement and share plans.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Abound49FintechSan Francisco, United States$22.5MFinancial wellness platform for independent workers, offering health insurance, retirement, and financial planning.
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Chapter41FintechNew York, USA$100.0MAI-powered retirement planning.
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Robin Hood pro38FintechTel Aviv, IsraelRetirement portfolio optimization and future planning platform for individuals.
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A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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Nadia37FintechNew York, United States$52.0MNadia is an AI-powered platform for personalized financial planning and wealth management.
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PlanYear35FintechSan Francisco, United States$15.5MAccessible Professional-Grade AI for Benefits Consultants
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Income Solver (T. Rowe Price)20FintechBaltimore, United StatesRetirement income planning software for financial advisors, developed by T. Rowe Price's subsidiary Retiree Inc.
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Altura35FintechSan Francisco, United States$16.0M - Website
AdvisorEngine55FintechNew York, United StatesDigital wealth management platform for financial advisors to grow their businesses.
Showing the 20 closest matches. See the rest on the IncomeConductor profile.
Compare IncomeConductor head to head
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