Best Financial Planning Software in 2026
Updated
34ranked
0free plans on this page
$3.50/molowest paid tier
9 Oct 2026last checked
Financial Planning Software, ranked on how quickly a newcomer can get going. 0 of the 9 on this page can be tried for free.
- 26 Orion Portfolio AccountingPaid from $1083.33/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 27 KerdoraPaid from $3.50/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 28 MoneytreePaid from $99.58/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 29 Planswell
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: yes
- 30 PlanTechHubPaid from $90/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 31 CushionPaid from $10/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 32 Foundry PlanningPaid from $166/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 33 Libretto
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 34 FinjaroPaid from $50/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
Compare all 9 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Cash-flow modeling | Goal planning |
|---|---|---|---|---|---|---|---|---|
| 26 | Orion Portfolio Accounting | 6.3 | No | $1083.33/mo | — | — | Yes | Yes |
| 27 | Kerdora | 6.1 | No | $3.50/mo | No | — | Yes | Yes |
| 28 | Moneytree | 6.1 | No | $99.58/mo | No | — | Yes | Yes |
| 29 | Planswell | 6.1 | No | — | Yes | — | Yes | Yes |
| 30 | PlanTechHub | 6.1 | No | $90/mo | Yes | — | Yes | Yes |
| 31 | Cushion | 5.8 | No | $10/mo | No | — | Yes | Yes |
| 32 | Foundry Planning | 5.7 | No | $166/mo | No | — | Yes | Yes |
| 33 | Libretto | 5.7 | No | — | — | — | — | Yes |
| 34 | Finjaro | 5.5 | No | $50/mo | No | — | Yes | Yes |
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