kubera.com的 10 大竞争对手

projectionlab.com

Browse financial coaches and advisors who know and use ProjectionLab, filter by specialties and credentials, and view detailed profiles.

wealthica.com

We share everything on our journey to $100B aggregated net worth.

addepar.com

We’re bringing data, technology and people together to help investors make better, more informed decisions. Find out more.

rightcapital.com

RightExpress delivers topic-specific financial plans, addressing the client's most pressing needs, and showcasing value from day one

moneyguidepro.com

the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.

emoneyadvisor.com

Learn all about eMoney careers and why we’re a top employer in the financial planning software space.

tamaracinc.com

Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful financial advice to their clients.

cubesoftware.com

Discover the best business budgeting software tools to support your company’s financial planning and budgeting efforts in 2024.

advisorengine.com

Technical support, training, and data migration - Enjoy access to a wealth of user resources and guidance that help you get the most ROI from your wealth platform.

holistiplan.com

Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.