Best Planswell Alternatives in 2026
The top Planswell alternatives are RightCapital, eMoney Advisor and MoneyGuide: 15 financial planning software our editors would look at instead of Planswell, in our ranking order.
Planswell: A free household planning service that pairs projections and recommendations with advisor access. Where it falls short: focuses on financial planning rather than broader financial management.
Switching from Planswell? For most financial planning software buyers the best Planswell alternative is RightCapital, built for advisors wanting comprehensive modern planning. On a budget, Voyant starts at $3/mo.
Why People Look for a Planswell Alternative
- Focuses on financial planning rather than broader financial management
- Advisor CRM features may be unnecessary for households seeking a plan
- Advisor software has no public paid pricing
Quick Picks by What You Need
- Best overallRightCapital9.4
Advisors wanting comprehensive modern planning
Visit RightCapital - Lowest priceVoyant8.5
Paid plans from $3/mo
Visit Voyant
All 15 Planswell Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Sponsored alternatives to Planswell Sponsored alternative
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Best forAdvisors wanting comprehensive modern planning
- Better than Planswell:
- Editor score 9.4 vs 7.1
A broad advisor platform spanning planning, analysis, collaboration, and client access.
- Insurance planning
- Tax planning
- Client portal
9.4/10★★★★★Visit RightCapital -
Best forFull-service advisory firms
- Better than Planswell:
- Editor score 9.3 vs 7.1
A broad planning suite for advisory firms that need client collaboration and analysis.
- Insurance planning
- Tax planning
- Client portal
9.3/10★★★★★Visit eMoney Advisor -
Best forGoal-focused financial planning practices
- Better than Planswell:
- Editor score 9.2 vs 7.1
A broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.
- Insurance planning
- Tax planning
- Client portal
9.2/10★★★★★Visit MoneyGuide -
Best forEnd-to-end advice and practice management
- Better than Planswell:
- Editor score 9.1 vs 7.1
A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.
- Insurance planning
- Tax planning
- Client portal
9.1/10★★★★★Visit Iress -
Best forAdvisors needing advanced planning depth
- Better than Planswell:
- Editor score 9.0 vs 7.1
Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.
- Insurance planning
- Tax planning
- Client portal
9.0/10★★★★☆Visit NaviPlan -
Best forOrion-integrated wealth management teams
- Better than Planswell:
- Editor score 8.9 vs 7.1
A broad planning platform for wealth teams centered on the Orion ecosystem.
- Insurance planning
- Tax planning
- Client portal
8.9/10★★★★☆Visit Orion Planning -
Best forUK advisers focused on suitability and investments
- Better than Planswell:
- Editor score 8.8 vs 7.1
A broad advice workflow combining cash flow, investments, suitability and client engagement.
- Client portal
- Goal planning
- Investment planning
8.8/10★★★★☆See Dynamic Planner -
Best forEnterprise firms needing auditable planning
- Better than Planswell:
- Editor score 8.7 vs 7.1
Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.
- Insurance planning
- Tax planning
- Client portal
8.7/10★★★★☆Visit Conquest -
Best forUK advisers needing deep tax and risk analysis
- Better than Planswell:
- Editor score 8.6 vs 7.1
A deep UK-focused toolkit for tax, risk, cash flow and investment analysis.
- Tax planning
- Goal planning
- Investment planning
8.6/10★★★★☆Visit EValue -
Best forAdvisers needing sophisticated holistic modeling
- Better than Planswell:
- Editor score 8.5 vs 7.1
Sophisticated holistic modeling for advisers managing complex financial situations.
- Insurance planning
- Tax planning
- Client portal
8.5/10★★★★☆Visit Voyant -
Best forUK advisers needing cash-flow and integrations
- Better than Planswell:
- Editor score 8.4 vs 7.1
A broad cash-flow and retirement planning platform with useful adviser integrations.
- Tax planning
- Client portal
- Goal planning
8.4/10★★★★☆Visit FinCalc -
Best forUK advisers prioritizing cash-flow planning
- Better than Planswell:
- Editor score 8.3 vs 7.1
A cash-flow-led planning suite with tax-aware modelling, stress tests and client tools.
- Insurance planning
- Tax planning
- Client portal
8.3/10★★★★☆Visit FE CashCalc -
Best forAdvisors seeking tax modeling and AI document import
- Better than Planswell:
- Editor score 8.2 vs 7.1
Tax modeling, AI document import, and client tools come at an annual-billed price.
- Insurance planning
- Tax planning
- Client portal
8.2/10★★★★☆Try Foundry Planning -
Best forUK advisers focused on cash-flow reviews
- Better than Planswell:
- Editor score 8.1 vs 7.1
A UK-focused planning tool with detailed cash-flow, tax and scenario modelling.
- Tax planning
- Client portal
- Investment planning
8.1/10★★★★☆Visit Timeline -
Best forEstablished firms wanting guided planning workflows
- Better than Planswell:
- Editor score 8.0 vs 7.1
Broad advisor planning workflows with a substantial annual per-user cost.
- Insurance planning
- Tax planning
- Client portal
8.0/10★★★★☆Visit Moneytree
Planswell Alternatives: Common Questions
What is the best alternative to Planswell?
RightCapital: #1 in our Financial Planning Software ranking, with an editor score of 9.4 out of 10. A broad advisor platform spanning planning, analysis, collaboration, and client access.
What is the cheapest paid alternative to Planswell?
Of the alternatives here that publish a price, Voyant starts lowest, at $3/mo.
Why do people look for Planswell alternatives?
Focuses on financial planning rather than broader financial management; Advisor CRM features may be unnecessary for households seeking a plan; Advisor software has no public paid pricing.
How do I switch from Planswell?
Export your data from Planswell (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Planswell.
How to Switch from Planswell
- Export your data from Planswell (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Planswell.
Planswell vs Each Alternative
| # | Tool | Free plan | Paid from | Cash-flow modeling | Goal planning | Tax planning | Scenario analysis | Score |
|---|---|---|---|---|---|---|---|---|
| 23 | Planswell | Yes | Free | Yes | Yes | Yes | Yes | 7.1 |
| 1 | RightCapital | No | $149.95/mo | Yes | Yes | Yes | Yes | 9.4 |
| 2 | eMoney Advisor | Yes | Yes | Yes | Yes | 9.3 | ||
| 3 | MoneyGuide | Yes | Yes | Yes | Yes | 9.2 | ||
| 4 | Xplan | Yes | Yes | Yes | Yes | 9.1 | ||
| 5 | NaviPlan | Yes | Yes | Yes | Yes | 9.0 | ||
| 6 | Orion Planning | Yes | Yes | Yes | Yes | 8.9 | ||
| 7 | Dynamic Planner | No | £8/yr | Yes | Yes | Yes | 8.8 | |
| 8 | Conquest | No | Yes | Yes | Yes | Yes | 8.7 | |
| 9 | EVPro | Yes | Yes | Yes | Yes | 8.6 | ||
| 10 | Voyant | No | $3/mo | Yes | Yes | Yes | Yes | 8.5 |
| 11 | FinCalc | Yes | Yes | Yes | Yes | 8.4 | ||
| 12 | FE CashCalc | No | £75/user/mo | Yes | Yes | Yes | Yes | 8.3 |
| 13 | Foundry Planning | No | $166/mo | Yes | Yes | Yes | Yes | 8.2 |
| 14 | Timeline | No | £142/mo | Yes | Yes | Yes | 8.1 | |
| 15 | Moneytree | No | $1,195/user/yr | Yes | Yes | Yes | Yes | 8.0 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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