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10 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo. ↗ rightcapital.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Orion, Black Diamond, Addepar, eMoney, MoneyGuide, Schwab, Fidelity, Pershing, Altruist, Tamarac, Morningstar, Advyzon, SS&C, Nitrogen ↗ rightcapital.com/integrations | None found | Visit | |
| Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial. ↗ asset-map.com/pricing Verified 2026-11-04 | Orion, Black Diamond, Addepar, eMoney, RightCapital, Schwab, Holistiplan, Box, Dropbox ↗ asset-map.com/product/integrations | SOC 2 (stated) ↗ asset-map.com | Visit | |
| Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free. ↗ incomelaboratory.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Orion, Black Diamond ↗ incomelaboratory.com/pricing | SOC 2 Type II ↗ incomelaboratory.com/pricing | Visit | |
| Modular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle shown at $495/mo. ↗ nitrogenwealth.com/pricing Verified 2026-11-04 | Orion, eMoney, Schwab, Envestnet ↗ nitrogenwealth.com/integrations | None found | Visit | |
| All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, eMoney ↗ fpalpha.com/pricing | None found | Visit | |
| $100/advisor/mo for the first 12 months for new and emerging RIAs (12-month term). Standard $500/mo. ↗ deepvest.ai Verified 2026-11-04 | Wealthbox, Salesforce, Zoho ↗ deepvest.ai/product/planning | SOC 2 Type II certified ↗ deepvest.ai | Visit | |
| Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published. ↗ orion.com/advisor-tech/compliance/plans Verified 2026-11-04 | Salesforce, Redtail ↗ orion.com | Says it holds ISO/IEC 42001 certification for AI (homepage); Says 'Orion maintains SOC 2 compliance' ↗ orion.com | Visit | |
| Hazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo. ↗ hazel.ai/pricing Verified 2026-11-04 | Unverified | None found | Visit | |
| Not published. A self-serve offering for independent advisors is listed as coming soon; enterprise is through sales. ↗ conquestplanning.com/pricing Verified 2026-10-26 | Unverified | SOC 2 Type II & ISO certified ↗ conquestplanning.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ emoneyadvisor.com Verified 2026-10-26 | Unverified | Annual SOC 2 audit ↗ emoneyadvisor.com/security | Visit |
Financial planning software with 'Iris', an AI planning agent, plus RightIntel firm intelligence and RightExpress prospecting.
Verified 2026-11-04
Visual financial planning and discovery tool, used standalone or alongside eMoney or MoneyGuidePro.
Verified 2026-11-04
Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools.
Verified 2026-11-04
Risk-tolerance scoring, personalized proposals and retirement-readiness tools, with an AI engine across the suite. Formerly Riskalyze (riskalyze.com now redirects to Nitrogen).
Verified 2026-11-04
AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.
Verified 2026-11-04
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents.
Verified 2026-11-04
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
Verified 2026-11-04
AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work.
Verified 2026-11-04
Financial planning software marketed as 'Verifiable AI' for delivering advice across client segments.
Verified 2026-10-26
Cash-flow planning platform with client portal, aggregation, CoPlanner and advisor analytics. A Fidelity Investments company.
Verified 2026-10-26
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