Best Timeline Alternatives in 2026
Taken from Financial Planning Software, where Timeline is listed too, in the same order.
- 1
8.2 Club scoreMaxiFi
MaxiFi builds a lifetime financial plan and estimates sustainable annual spending from income, assets, taxes, Social Security, and other inputs.
- Free trial
- Windows · macOS · Linux · Web
- 2
8.1 Club scoreMoneyGuide
MoneyGuide is financial planning software from Envestnet for advisors guiding clients toward lifetime financial goals.
- Free trial
- Windows · macOS · Web · iPhone and iPad
- 3
8.0 Club scoreProjectionLab
ProjectionLab is a financial planning tool for exploring personal finance and retirement scenarios.
- Free plan
- Web · iPhone and iPad · Android · Browser extension
- 4
8.0 Club scoremyprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives.
- Free plan
- Web · iPhone and iPad · Android · API
- 5
8.0 Club scoreBoldin
Boldin is a financial planning platform for building a household plan around a person's resources, goals, values, and priorities.
- Free plan
- Web · iPhone and iPad · Android · API
- 6
7.8 Club scoreFE CashCalc
FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans.
- Free trial
- macOS · Web · iPhone and iPad · Android
- 7 7.7 Club score
EVPro
EVPro is financial planning software for advisers to assess, build, stress-test, review and solve client plans.
- Free trial
- Windows · macOS · Web · iPhone and iPad
- 8
7.4 Club scoreMyOwnFP
MyOwnFP is web-based financial planning software for Canadian DIY investors and financial advisors.
- Free plan
- Web
- 9
7.4 Club scoreElements
Elements is a financial planning platform for advisors to explain a client's financial picture and track how it changes.
- Free plan
- Web · iPhone and iPad · Android
- 10
7.4 Club scoreLivePlan
LivePlan is a web-based service for creating and managing business plans while tracking financial performance.
- Windows · macOS · Web · iPhone and iPad
- 11 7.4 Club score
Pocket Risk
Pocket Risk is an online investment risk tolerance questionnaire for financial advisors assessing how much investment risk clients are willing to take.
- Free trial
- Web · iPhone and iPad · Android
- 12 7.3 Club score
Scenarios
Scenarios is a web-based financial modelling tool for exploring retirement projections and long-term trade-offs.
- Free plan
- Web
- 13
7.2 Club scoreConquest
Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), which evaluates and ranks strategies, models life events, and answers client…
- Free trial
- Web · API
- 14
7.2 Club scoreMyPlan
MyPlan is a financial planning platform for individuals and advisors across the SADC region.
- Free plan
- Web
- 15
7.1 Club scoreRightCapital
RightCapital is financial planning software for advisors who want to build plans, explore options, and share results with clients.
- Free trial
- Web · iPhone and iPad · Android
- 16
7.1 Club scoreeMoney Advisor
eMoney Advisor is a financial planning platform for advisors, supporting work from goal conversations through cash flow analysis.
- Free trial
- Web · iPhone and iPad · Android · API
- 17 7.1 Club score
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and firms.
- Web · iPhone and iPad · Android · API
- 18
7.0 Club scoreVoyant
Voyant is a wealth management, financial planning, and visualization platform for financial advisers and their clients.
- Free trial
- Web
- 19 6.9 Club score
WealthTrace
- Free trial
- Web
- 20
6.9 Club scoreFinCalc
FinCalc is financial planning software built for UK advisers, with modules for cashflow, retirement, inheritance tax, pension transfer analysis, digital engagement, and…
- Free trial
- Web · API