Financial analysis software
- Advent Axys
- AdviceAmerica AdvisorVision
- Advisory World ICE
- ASI Client Acquisition Solution
- Asset allocation software
- Brentmark Stock Option Risk Analyzer
- Cheshire Financial Planning Suite
- Cygnus IncomeMax
- Education planning software
- EISI NaviPlan
- Estate Capitol Needs Analysis
- Estate planning software
- ExpenseWatch
- Finance Logix Education Planner
- Finance Logix Insurance Planner
- Finance Logix Retirement Planner
- Financeware AASim
- Financeware WealthSimulator
- Financial planning software
- Financial Profiles Profiles+ Professional
- Host Analytics Host Budget
- Ibbotson Analyst
- Ibbotson Portfolio Strategist
- Impact PlanLabX3
- IMPACT Wealth Distribution Analysis
- Investment and business valuation template software
- Investment tracking software
- J&L Financial Planner
- MasterPlan
- Microsoft Money
- MoneyTree Silver Financial Planner (financial analysis feature)
- Morningstar Principia
- Needs analysis software
- Net Worth Strategies Stock Opter Pro
- Optima IAS
- Oracle E-Business Suite Financials
- PIE Technologies MoneyGuidePro
- PlanPlus Pro
- PlanScan Portfolio Pathfinder
- Portfolio management software
- Quicken
- Retirement planning software
- Sawhney ExecPlan
- ScenarioNow RetireNow
- SunGard Frontier
- SunGard PlanningStation
- SunGard WebPlaid
- Tax planning software
- The Omni Group OmniPlan
- Thomson ONE Advisor
- Torrid Retirement Planner
- Unger Software Methusaleh
- WealthTec AllocationPro
- WealthTec Foundations
- WealthTec WealthMaster
Bright Outlook