Financial Planning services

Budg

Major Outage

Last checked Nov 4, 2026 9:57 PM UTC

Monitor

Budg is a personal finance and budgeting application that helps users track spending, manage expenses, and plan their financial goals. It provides tools for budget creation, expense categorization, and financial monitoring.

Fundsheet

Operational

Last checked Nov 4, 2026 10:24 PM UTC

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Fundsheet is a financial management and spreadsheet platform that helps teams collaborate on budgeting, forecasting, and financial planning with real-time data integration and automation.

intelliflo

Operational

Last checked Nov 4, 2026 10:15 PM UTC

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Intelliflo is a wealth management and financial planning platform that provides tools for advisors to manage client portfolios, compliance, and financial workflows. It streamlines administrative tasks and enhances advisor productivity in the financial services industry.

InvestorKit

Operational

Last checked Nov 4, 2026 10:33 PM UTC

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InvestorKit is a financial technology platform that provides investment management and portfolio tracking tools for Australian investors. It helps users manage their investment portfolios with real-time data and analytics.

Major 7 Apps

Operational

Last checked Nov 4, 2026 10:28 PM UTC

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Major 7 Apps is a financial companion platform (Capital Companion) that helps users manage and optimize their financial decisions and planning through an AI-powered application.

Monarch Money

Operational

Last checked Nov 4, 2026 10:05 PM UTC

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Monarch Money is a personal finance and budgeting app that helps users track expenses, create budgets, and manage their financial accounts in one place. It provides comprehensive financial management and insights for individuals.

Planful

Operational

Last checked Nov 4, 2026 10:32 PM UTC

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Planful is a financial planning and analysis (FP&A) platform that enables organizations to streamline budgeting, forecasting, and financial reporting processes. It provides collaborative tools for finance teams to plan, model, and analyze financial data across the enterprise.

Planworth

Operational

Last checked Nov 4, 2026 10:31 PM UTC

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Planworth is a financial planning and wealth management platform that helps individuals and families organize, plan, and track their financial goals and investments. It provides tools for budgeting, goal setting, and financial visualization to support comprehensive personal financial planning.

Plento Inc.

Operational

Last checked Nov 4, 2026 9:48 PM UTC

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Plento is a financial planning and budgeting platform that helps businesses and individuals manage their finances, track expenses, and create forecasts. It provides collaborative financial management tools with real-time insights and reporting capabilities.

PocketSmith

Operational

Last checked Nov 4, 2026 9:58 PM UTC

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PocketSmith is a personal finance and budgeting web application that helps users track expenses, manage financial forecasts, and plan their financial future through intuitive tools and visualizations.

Quicken

Operational

Last checked Nov 4, 2026 10:08 PM UTC

Monitor

Quicken is a personal finance and money management software that helps users track expenses, create budgets, manage investments, and monitor financial accounts.

RightCapital

Operational

Last checked Nov 4, 2026 9:43 PM UTC

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RightCapital is a financial planning and wealth management platform that helps advisors and clients with comprehensive financial planning, investment management, and goal-based wealth strategies.

Vena Solutions

Operational

Last checked Nov 4, 2026 9:41 PM UTC

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Vena Solutions is a cloud-based financial planning and analysis (FP&A) platform that enables organizations to streamline budgeting, forecasting, and financial reporting. It integrates with existing enterprise systems to provide real-time financial visibility and collaborative planning capabilities.

Wealth Beacon

Operational

Last checked Nov 4, 2026 9:52 PM UTC

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Wealth Beacon is a financial management and wealth tracking platform that helps users monitor and optimize their personal finances and investment portfolios. It provides tools for financial planning, asset tracking, and wealth insights to support informed financial decision-making.

YNAB

Operational

Last checked Nov 4, 2026 10:27 PM UTC

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YNAB (You Need A Budget) is a personal budgeting software that helps users track expenses, allocate funds, and manage their personal finances through a unique zero-based budgeting approach.