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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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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.
Visual financial planning and discovery tool, used standalone or alongside eMoney or MoneyGuidePro.
Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools.
Risk-tolerance scoring, personalized proposals and retirement-readiness tools, with an AI engine across the suite. Formerly Riskalyze (riskalyze.com now redirects to Nitrogen).
AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents.
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work.
Financial planning software marketed as 'Verifiable AI' for delivering advice across client segments.
Cash-flow planning platform with client portal, aggregation, CoPlanner and advisor analytics. A Fidelity Investments company.
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