Best AI Financial Planning Software for Advisors in 2026: 7 Platforms Compared
Financial planning software is the core of a modern advisory practice. According to the 2025 Kitces AdvisorTech Report, three platforms, eMoney, MoneyGuide, and RightCapital, command nearly 80% of the market. eMoney leads with 31% share, RightCapital holds 25%, and MoneyGuide sits at 18.6%. AI is changing what this software does. New features describe a hypothetical … Read more