Helpful Software Copy

Financial Planning Software

• RightCapital
  • https://www.rightcapital.com/
  • Good Roth Conversion report
  • Lower price point
  • Continually updating
  • Flip between goals-based and cash flow-based planning
• eMoney
  • https://emoneyadvisor.com/
  • Robust software
• Advizr
• MoneyGUIDE PRO
  • https://www.moneyguidepro.com/ifa/
  • Goals-based planning software
• BucketBliss
  • bucketbliss.com
  • Great visual of the bucket approach
• Elements

Tax Return Software

• Holistaplan
• FP Alpha

Roth Conversions Software

• Rightcapital’s Tax Module
• eMoney
• Lacerte Tax Planner
• FP Alpha