Alternatives to ELLA
Compare ELLA alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ELLA in 2026. Compare features, ratings, user reviews, pricing, and more from ELLA competitors and alternatives in order to make an informed decision for your business.
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1
Empiraa GPS
Empiraa
Empiraa GPS is a strategy execution platform built for businesses, leadership teams, and the consultants and advisors who support them. It replaces static strategy documents and scattered spreadsheets with one connected system for building plans, assigning owners, running meetings, and tracking progress in real time. Teams start with industry templates, guided AI chat, or their own framework, then link goals to KPIs, initiatives, and actions so nothing gets lost once daily work takes over. Built-in AI (ANI) understands the plan and surfaces stalled work, risks, and recommended next steps without manual chasing. Consultants and advisors can run Empiraa GPS across an entire client portfolio from one dashboard, with full white-label customisation so clients experience the platform as part of their own brand. GPS connects to the tools teams already use for reporting and workflow, and pairs with Empiraa Signal for teams that want strategy and sales in one system.Starting Price: $99 per month -
2
WebPrez
WebPrez
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.Starting Price: $197/month -
3
Elate
Elate
Elate is an AI-powered strategy execution platform that helps organizations plan, track, and execute their strategic initiatives in one system. Built for Strategy, Operations, and Chief of Staff leaders, Elate provides structured tools for creating strategic plans, managing objectives and initiatives, and monitoring progress across complex orgs. Teams use Elate to define objectives, connect initiatives and outcomes, assign ownership, and maintain alignment across departments. Real-time dashboards and hierarchy views show how work rolls up to organizational priorities and where execution may be at risk. Elate includes Strategy Advisor, a strategy-specific AI capability that analyzes plan structure and progress updates to identify risks, summarize status, and surface insights for better decision making. Reporting tools generate leadership-ready summaries and reduce manual reporting effort. Elate acts as a strategy execution partner, not a project or portfolio management tool. -
4
ValueMax
MAUS Business Systems
Helping Accountants, Wealth Planners and Business Brokers to successfully offer Exit & Succession planning services to their clients. Exit & Succession planning is the fastest growing advisory segment. With 50% of business owners overt the age of 50 there is thousands of business owners that need your help to successfully exit their business. It is estimated that there are around 400 business owners exiting their business every hour across the US, UK and AUS, many of which will not achieve a successful exit. This is why MAUS have created the ValueMax Exit Planning Software, designed to help advisors tap into the potential of exit planning. Whether your goals is to just help business owners build value or to transition out of the business, MAUS ValueMax will give you a simple, structured process to follow.Starting Price: $199 per month -
5
SuccessionLabX
DragonVerse Media Inc
SuccessionLabX is an AI-powered Advisor OS designed for wealth advisors, family offices, and estate planners to turn client succession concerns into structured planning conversations. The platform streamlines lead capture and onboarding through a 30-question risk assessment that generates a 0-3000 score across external, internal, and relational dimensions. Advisors use credits to draft comprehensive, AI-assisted succession reports, customize them with white-label branding (logos, colors, and welcome messages), and manage client relationships within a unified CRM dashboard. Best suited for independent planners and advisory teams looking to deliver high-value succession deliverables and build client trust without building a diagnostic process from scratch.Starting Price: $99/month -
6
AI Valuation Insight (AIVI)
DragonVerse Media Inc
AI Valuation Insight (AIVI) is an AI-powered M&A exit readiness and business valuation platform built specifically for boutique advisors, investment banks, and M&A brokers. Our software streamlines client onboarding and advisory workflows: - Branded Diagnostic: Run custom-branded readiness assessments under your own firm's logo and disclaimer. - Auto-CIM Generator: Automatically turn diagnostic and financial data into structured, professional Confidential Information Memorandums (CIMs). - Synergy Radar: Perform AI-assisted analysis to identify strategic fit themes across potential buyers. - VDR Kanban: Help clients prepare for due diligence by managing Virtual Data Room (VDR) remediation tasks in a visual interface. - Persona Tuning: Customize AI analysis tone to match your firm's professional communication standards. Accelerate deal preparation and eliminate spreadsheet liabilities with AI-assisted M&A workflows.Starting Price: $79 -
7
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
8
Plarelo
Plarelo
Plarelo is an AI-powered relocation planning and management platform for individuals and relocation professionals. Users complete a structured intake covering their origin and destination, move dates, family, work and permits, housing, schools, pets, shipping and other relevant circumstances. Plarelo uses this information to generate a personalized relocation plan covering decisions, tasks and required paperwork. Users can manage their relocation through a centralized workspace with an interactive timeline, prioritized tasks, decisions, paperwork and visits. Plans can be updated as circumstances change, exported to PDF, and collaboratively edited with invited members. Relocation professionals can use Plarelo for structured client intake, AI-generated plans or template-based plans, client collaboration and management of multiple relocation projects. Advisors can review, refine and add their own expertise while tracking client progress, completed tasks and upcoming deadlines. -
9
MergerDomo
MergerDomo
MergerDomo is an online M&A and fundraising marketplace built to help business owners, investors and advisors connect efficiently, on the sell-side it enables SMEs to list businesses for sale or raise capital, post requirements (sell, raise equity or debt) and use built-in tools such as a valuation calculator, deal-summary generator and readiness scorecard; on the buy/invest side it allows investors and advisors to browse screened, investment-ready SME opportunities, express interest and engage with verified counterparties; the platform also serves advisors by providing access to mandates, a white-label deal-summary creator and consulting-as-a-service experts for valuation, exit preparation, due diligence and growth strategy support. With features like unlocking complimentary expressions of interest upon registration, connections to a global network of buyers/investors, categorized deal flow across more than 40 industries, and consulting use-cases. -
10
SeatAdvisor
SeatAdvisor
SeatAdvisor is an integrated ticketing and patron management solution designed to help venues and organizations sell out shows, maximize donations, delight patrons, and gain insights. SeatAdvisor offers powerful but easy-to-use ticketing system as well as integrated fundraising, analytics, marketing and CRM functions. SeatAdvisor works with nearly all existing hardware, making the transition process seamless. -
11
AdvisoryCloud
AdvisoryCloud
Assemble your digital advisory board and get real-time input from hundreds of leading executives seamlessly through our digital format. Whether you are a start-up, Fortune 500 company, team within a company, or anything in between, you can leverage your advisory board to get feedback, connections, and input from hundreds of executives who become instant advocates for your company. We present your company to our members-only network of 12,000+ top executives and select executives that express interest in being an advisor for your company. These advisors provide their knowledge in exchange for affiliation as a member of your AdvisoryCloud. Within a matter of days (not months) you can start leveraging their knowledge. The advisors in our network are interested in contributing to companies in exchange for affiliation as an advisor and the potential for future monetary opportunities.Starting Price: $2,995 per year -
12
HighPeak
HighPeak
HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems. -
13
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
14
Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
15
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
16
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
17
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
18
Cisco Network Assistant
Cisco
Cisco Network Assistant simplifies wired and wireless network management for networks up to 80 devices with its intuitive GUI and a task-based menu. Cisco Network Assistant is free and is optimized to apply common services across Cisco switches, routers, wireless controllers, and access points. Through a direct link to Cisco Active Advisor you can view important information pertaining to the products on your network, such as Warranty and Contract Information, Advisories and End of Life notifications. Cisco Active Advisor will be automatically populated with the devices managed through Cisco Network Assistant. Network administrators get a centralized view of the network with Cisco Network Assistant. They also have the flexibility to employ its features across Cisco products for small to midsize businesses or branch offices. Network discovery and convenient display in a topology map. Configuration management of Cisco products fitting small and medium businesses. -
19
SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
20
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
21
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
22
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
23
OffDeal
OffDeal
OffDeal is an AI-powered full-service investment bank built specifically for small businesses (typically those with $5 million–$100 million in revenue), combining technology and human advisory in one platform. Their offering brings together dedicated M&A advisors with proprietary AI tools that automate key parts of the sell-side process, such as screening thousands of potential buyers, analyzing strategic fit, creating buyer shortlists, conducting outreach, and running competitive auctions, allowing business owners to maximize sale value in less time. The platform promises faster deal timelines (offers in under 45 days), more buyer-matches (1000+ strategic buyers typically surfaced), and higher sale prices (30% higher offers on average) through a competitive process. The service covers end-to-end exit-planning, buyer matching, valuation analysis, negotiation management, and closing support, while charging no upfront fees and aligning their success with the seller’s outcome. -
24
Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
25
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
26
Yeymo
Yeymo
Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. We are glad you are here, and we would love to have a chat. Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. -
27
PwC Change Navigator, part of PwC Adoption Central, is a digital workbench that lets change teams analyze your organization's change environment holistically. You'll be able to identify the impacts, create a best-fit change plan, and track progress against key rollout metrics. Assess impacted stakeholder groups, identify roll-out obstacles, create comprehensive change plans, and track the impact of change activities. Drive more effective change with powerful data collection tools and digitized organizational assessments that produce data-driven, stakeholder-level insights. Supercharges your speed-to-insight on change initiatives. Deploy a change strategy plan tailored to the unique needs, concerns, and preferences of each stakeholder group in your organization. Explore project data from impact assessments, readiness ratings, adoption curves, and change activities for each stakeholder group, all in one system.
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28
Dotwork
Dotwork
Plans become stale on arrival unless you link strategy to execution for improved visibility and efficiency. When organizations align their goals and work, they achieve better results and higher job satisfaction. Strategic decisions shouldn't be buried in documents. They should be directly linked to real-time facts to enable intelligent tradeoffs and a direct understanding of intent across the organization. Consolidating numerous documents for planning leads to misalignment and missed opportunities. Instead, design a centralized approach for planning designed to handle uncertainties and optimized for learning. Decision-making has never been more complex. Leaders must balance flexibility and structure, manage uncertainty, and build organizational memory to help surface new insights. Dotwork is the first unified operating system for strategic decision-making across all your use cases. -
29
Whistle Advisor
LegalTech Denmark
Of course, we want all our customers to get off to a good start with all our products. That is why we have introduced a new initiative “Get started” with DPO Advisor. We therefore invite all our customers to a "Get started" meeting with a focus on the use of DPO Advisor and how best to get started using the system. The meeting will be online and will be held on the last Thursday of each month at 10-11. The meetings are primarily aimed at new users of DPO Advisor or users who have not come this far in their work with DPO Advisor, but everyone is of course welcome to participate. We want to eliminate bureaucracy and free up human resources so that time and energy can be used where it can create momentum and results. We do this through the development of user-friendly software solutions that make spreadsheets and long forms superfluous, and law a language that is understandable. We develop the DPO Advisor, and similar products, where you can easily and clearly achieve security. -
30
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
31
Verdikt
Verdikt
Verdikt is an AI-powered advisory board for small business owners. Instead of getting one generic AI response, Verdikt assembles 8 specialized AI advisors who debate your business decisions from different perspectives — finance, operations, marketing, legal, HR, strategy, customer experience, and industry expertise. Get a structured debate, a final verdict, actionable next steps, and ready-to-use documents like proposals, SOPs, and financial analyses.Starting Price: $29/month -
32
AI Business Advisor
Runagood
The Runagood® Business Advisory System blends practical knowhow, human skills, and technology to take business owner and advisor from first encounter to a long-term relationship that raises performance and value. For business professionals entering the business advice market there is much to learn and no professional qualifications or institutions to guide them. The good ones have had to learn through years of costly experience and slow reputation building. An end-to-end process that enables you to meet business owners, develop trusting relationships, take them on journeys that reveal their problems and ambitions and implement solutions to raise their performance and value in return for long term subscription income. So, we developed powerful technology that eliminates the time-consuming aspects of consultancy work and requires AI Business Advisor®s to work only with proven methods on the problems that business owners need to solve and the ambitions they wish to achieve. -
33
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
34
FastTrackr AI
FastTrackr AI
FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications. -
35
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
36
EcoStruxure Microgrid Advisor
Schneider Electric
EcoStruxure Microgrid Advisor is a cloud‑based, demand‑side energy management software platform that allows users to collect, forecast, and automatically optimize the operation of distributed energy resources using predictive algorithms. It seamlessly connects to your on‑site resources and loads to dynamically control when to consume, produce, store, or sell energy, aligned with utility tariff plans and usage patterns. With its web‑based user interface, you can easily track real‑time savings, earnings, and CO₂ emissions data, enabling clear visibility and actionable insights. It integrates with the Energy Control Center to create an intelligent, pre‑engineered, configurable power control hub, maximizing facility performance. EcoStruxure Microgrid Advisor’s AI‑driven forecasting and optimization ensure your facility uses distributed energy resources at the ideal times. -
37
Foundy
Foundy
Foundy.com is the first AI-enabled platform specialising in long-term exit planning and successful M&A deal execution. Whether you're preparing for an exit within 1 to 36 months or exploring buy-side acquisition opportunities, Foundy offers an AI-powered SaaS platform combined with expert advisors who specialise in your company’s industry niche. We provide a comprehensive toolkit, including buyer and deal flow sourcing, templates and access to a thriving community of exited founders and buyers, all designed to maximise shareholder value and ensure a successful transaction. Foundy also has a generous referral programme for those who connect us with buyers or sellers. Benefits: - Minimise Risk, Maximise ROI - High Efficiency & Speed - Expert Advisory from End to End - Access to Comprehensive Resources Visit Foundy to discover how our AI-powered platform supports your M&A goals. -
38
Bookkeeper360
Bookkeeper360
Accounting, technology and advisory solutions tailored just for you. Eliminate the headaches and cash surprises caused by having messy books and inaccurate financials. We will provide you with accurate and timely financial insights on your business. You didn’t start your business to run an accounting department. Our team of CPAs, advisors, and technology experts have all the tools to help you succeed. Our 100% US-based team utilizes technology to manage your accounting with a personalized touch. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.Starting Price: $19 per month -
39
FlipKey
Tripadvisor
FlipKey is part of TripAdvisor Rentals, a leading vacation rentals marketplace with more than 830,000 properties in 190 countries. Whether you’re looking for a city-center studio, a far-flung private island, a cozy ski chalet, or a sprawling beach house, you’ll find the perfect home with TripAdvisor Rentals. TripAdvisor Rentals connects the insider knowledge of our homeowners with the collective wisdom of 465 million TripAdvisor traveler reviews so you can stay the smarter way. With TripAdvisor, you’ll discover not only the best rental, but also the best restaurants, attractions and experiences—no matter where you’re headed. FlipKey was founded in 2007 and joined the TripAdvisor Rentals family in 2008. The TripAdvisor Rentals family also includes Holiday Lettings, Niumba, Vacation Home Rentals and HouseTrip. -
40
Eurotherm EOS Advisor
Eurotherm EOS Advisor
Efficiently manage compliance and calibration requirements with Eurotherm EOS Advisor, a calibration management solution. Eurotherm EOS Advisor allows users to transform their equipment data into useful information. Eurotherm EOS Advisor enables users to manage equipment and staff better with one integrated system. Eurotherm EOS Advisor improves the users' calibration process with easy-to-use tools compatible with mobile platforms. -
41
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
42
Kuse AI
Kuse AI
Kuse AI is an AI-powered visual workspace that blends an infinite canvas interface with powerful, multi-model AI, enabling users to organize, analyze, and ideate across diverse media like text, PDFs, videos, links, and images. It supports intuitive drag-and-drop structuring in open-ended layouts, while AI offers context-aware suggestions, content summaries, formatting, and source-verified insights to transform chaotic inputs into structured, polished outputs. Trusted for its transparency and reliability, Kuse ensures responses include citations to reliable sources, mitigating hallucinations. Additional capabilities include automatic document formatting, exam-paper generation from templates, customizable project canvases, and real-time collaboration. Together, these features make Kuse a dynamic environment for creative thinkers, researchers, educators, marketers, and strategists to map ideas, generate deliverables like reports or slides. -
43
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
44
BrightScope
BrightScope
With BrightScope, asset managers transform the way they see, understand, and leverage their data to drive more targeted and effective distribution efforts. Experience the benefits of a single, integrated solution across DCIO, retail, and RIA channels and watch sales efforts skyrocket. Shorten sales cycles with up-to-date insights into what products an advisor is using today, how utilization is changing over time, and where new opportunities exist for your products. See the most relevant and actionable data specific to you and your team. Quickly understand assets, flows, and market share by territory, product, platform, advisor, and more. Through the advanced integration of data from internal sources, third-party sales files, and market intelligence across all major distribution channels, BrightScope's comprehensive solutions help asset managers distribute products more effectively. Make faster, data-driven decisions armed with up-to-date, comprehensive, and actionable insights. -
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CounselMore
CounselMore
Achieve the goal we all aspire to, counsel more students without diluting services or exhausting the counselor. The fastest growing academic advising software company, as recognized by EdTech awards. We empower academic advisors who provide guidance on college planning, applications, course progression, transcripts, tutoring, coaching, essays or extracurriculars. Our proprietary college search engine brings together harvested insider’s edge info. & our character assignments, prepare students to search, select and apply, all in one place. Actual college counselors & education-technology experts dug into the best practices of college counseling and the challenges to advising in this brave new world of campus admissions. Institution college counselors love CounselMore for honoring the practice forged in secondary education. Independent educational advisors love CounselMore for igniting innovation, in the high school exit plan. Try for free!Starting Price: $55 per month -
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Anthology Beacon
Anthology
Enable an end-to-end experience that leverages campus-wide data for valuable insights, and supports every stage of their journey. Identify the most effective programs, uncover at-risk students, and match each one with the best resources however and whenever they need them. Robust proactive assessments and predictive analytics. Flexible early alerts to involve the right support. Student relationship management to deliver resources or stay connected. Collaboration capabilities for faculty and advisors. Advisor-centered functionality to manage individuals and cohorts. Visualizations and dashboard analyses to drive impact. Anticipate risks using proactive assessments and develop more impactful intervention strategies with powerful data analytics and insights. Our institution-specific predictive model evolves risk scoring and identifies key factors to maintain a consistent influence on student success. -
47
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
48
LexisNexis PatentAdvisor
LexisNexis
Reduce costs, improve prosecution strategy and deliver stronger outcomes. We help you implement the best possible prosecution strategy to achieve success. Predict your patent prosecution outcome with PatentAdvisor™, the most accurate and comprehensive patent analysis software in the industry. PatentAdvisor has been developed by patent attorneys, brought to life by IT developers and data scientists, and is constantly enhanced through first-hand feedback from AM Law 100® thought leaders. Understanding the path to patent approval is difficult, sometimes spanning years and multiple attorneys. The PatentAdvisor QuickPAIR timeline design provides a complete visualization of the prosecution process of a patent application, including quick access to all associated office actions and appeal documents. -
49
ManagePro
Angbert Enterprises LLC
ManagePro is a full-function Project and Business management software that helps to keep you up to date on all your day-to-day tasks and deliverables. As you may be aware, most people in management get sucked inot managing by meetings and Power Point presentations. This leaves a lot of gaps in the management of your team and projects. ERP, and project management tools can help, but given the people dynamics involved they don't always produce better collaboration. You want your people to be productive, and keep their projects moving forward. ManagePro is the tool for doing just that. Not only is it a project management tool, but its other features offer you a way to. You put a lot of time into knowing what your people are doing and when, as well as needing to know when a task is sipping behind. With ManagePro, you will have better insight into what your people are doing, and can be more proactive if tasks are slipping.Starting Price: 150.00/user -
50
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee
