Online financial planning tool - AI tools

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free