Price

$750-$1,295 per adviser per year

$216/month / $324/month

$80-265 per adviser per month

$75 per adviser per month with data aggregation / Advizr Express is free with no subscription requirement

$49.95/month for planning only; $74.95/month for planning with account integration

$1495-$2495 per adviser per year

$105 to $115 per adviser per month; Enterprise pricing is available

Cloud/desktop

Cloud

Cloud

Cloud

Cloud

Cloud

Cloud

Cloud

Mobile app

✖

✔

✔

✔

✖

✖

Responsive design

Client portal

✔

✔

✔

✔

✔

In progress

✔

Adviser-branded software

✔

✔

✔

✔

✔

✔

✔

Security features

Encryption

Password protection, secure socket layer, firewalls, intrusion detection, third-party audits and inspections and certification from Verisign

Encryption

Bank-level encryption

Encryption for both transferred and stored data, two-factor authentication

ISO 27001 Certification

Bank-level encryption

Data aggregation

✔

✔

✔

✔

✔

In progress

✔

Goals-based planning/cash flow planning

Both

Both

Both

Goals-based, supports cash flows

Cash flow-based

Both

Both

Document vault

✔

✔

✔

In progress

✔

In progress

✔

Report generator

✔

✔

✔

✔

✔

✔

✔

(Plan data-based business intelligence and analytics drives firm strategy and adviser engagement)

Monte Carlo/straight-line math planning

Both

Both

Both

Both

Both

✔

Both. Automatically updates all client plans nightly, and directs advisers to clients requiring attention.

Projection modules

✔

(Social Security, retirement, college, stock options, scenario planning, estate planning)

✔

(Social Security, income and estate taxes, trusts, etc.)

✔

(Retirement, education, estate, risk management, disability and health care)

✔

(Social Security, taxes, retirement, college, life insurance, accumulation goals, emergency funds)

✔

(Investments, retirement, insurance, education, tax, estate, social security optimization)

✔

(Social Security, taxes)

✔

(Scenario matrix, safe savings rate, social security, taxes, retirement, education, income planning, mortgage refinancing, insurance adequacy)

Risk assessment

✔

✔

✔

✔

✔

✔

In progress

Training available

✔

(In-person, webinars, self-study videos and knowledge center)

✔

(Adviser, assistant and planner workshops, custom training, webcasts, phone and email support)

✔

(One-on-one demos, webinars and on-site)

✔

(Weekly group trainings, one-on-one training, calls)

✔

(One-on-one training, customer communication platform, email and phone support)

✔

(Interactive web-based training, custom training, email and phone support)

✔

(Phone, email, webinar, interactive web-based training, and custom training)

Integrations

Albridge, AllDataAdvisor, Aqumulate, Baer Software, Blueleaf, ByAllAccounts, eMoney, Grendel, Quovo, Wealth Access, Yodlee, Advisor Products, Junxure, Orion Advisor Services, Advisors Assistant, AppCrown, Ebix, Investigo, Microsoft Dynamics CRM, Morningstar, Redtail, Salesforce, Tamarac, UPswing, XLR8, Betterment, Fidelity, Pershing, Schwab, Scottrade, TD Ameritrade, TradePMR, AdvisoryWorld, fi360, HiddenLevers, Advent, AssetBook, Black Diamond, Broadridge, BridgePortfolio, Panoramix

Albridge, AdvisoryWorld, Brinker, Digital Fortress, Dropbox, Envestnet, HiddenLevers, Morningstar, Orion Advisor Services, Redtail, Riskalyze

Advisor Products, Albridge, Amrita Financial, AppCrown, Bridge Portfolio, ByAllAccounts, CashEdge, Cities Digital, Advisors Assistant, Envestnet, FinaMetrica, Junxure, Laser App, Laserfiche, Microsoft Dynamics CRM, Morningstar, Orion Advisor Services, Portfolio Performance Reporting, Redtail, TD Ameritrade, Thomson Reuters, TrustFort, XLR8

Quovo, Orion Advisor Services, TD Ameritrade, Blueleaf

Yodlee, Morningstar, Redtail

Albridge, AppCrown, Ebix, Morningstar Office, Orion Advisor Services, Redtail, Schwab Intelligent Technologies, TD Ameritrade Institutional

Albridge, BAM Advisor Services, Black Diamond, Blueleaf, MindMeister, Morningstar, MS Dynamics, Orion Advisor Services/Client Portal, Redtail Technology, Salesforce, Schwab/Portfolio Center, TD Ameritrade Veo