Modern wealth management demands more than calculations and reports. Today’s advisors need planning software that improves clarity, strengthens client engagement, and connects strategy to real outcomes. The following five platforms stand out for how they support advisors across the full planning journey—from understanding today’s financial picture to aligning long-term goals with investment strategy.
1. Asset-Map
Creating Clarity Around the Full Financial Picture
Asset-Map is built to answer one foundational question every client has: Where do I stand right now?
Asset-Map visually organizes a client’s complete financial life—assets, liabilities, cash flow, insurance, and estate considerations—into a single, easy-to-understand map. Instead of reviewing spreadsheets or long reports, advisors can guide clients through a visual framework that clearly shows how everything connects.
Because Asset-Map focuses on the present-day financial reality, it creates a strong starting point for deeper planning conversations. Integrations with custodians and advisory platforms allow real account data to populate automatically, reducing manual entry and improving accuracy. This enables advisors to spend less time gathering data and more time delivering insight.
Best for: Advisors who want fast clarity, better discovery meetings, and highly visual client conversations.
2. Orion Planning
Connecting Goals With Investment Strategy
Orion Planning helps advisors bridge the gap between financial goals and portfolio performance.
As part of the broader Orion ecosystem, Orion Planning allows advisors to build goal-based and cash-flow-focused plans that demonstrate how today’s decisions impact future outcomes. Advisors can model multiple scenarios, track progress over time, and adapt plans as client circumstances change.
One of Orion Planning’s biggest strengths is its direct connection to portfolio accounting and reporting data. This ensures financial plans stay aligned with real investment performance, creating consistency and transparency across planning and reporting—reinforcing client trust.
Best for: Advisors who want planning tightly integrated with portfolios and performance reporting.
3. Orion Advisor Solutions
Unified Planning, Reporting, and Portfolio Intelligence
Orion Advisor Solutions provides a comprehensive technology platform that goes beyond standalone planning tools.
While Orion Planning focuses on goals and projections, the broader Orion Advisor Solutions platform connects planning, portfolio accounting, performance reporting, billing, and client portals into a single ecosystem. This unified approach reduces technology fragmentation and helps advisors deliver a more consistent client experience.
For firms seeking operational efficiency alongside sophisticated planning, Orion Advisor Solutions offers scale, automation, and enterprise-level reporting.
Best for: Growth-oriented firms looking for an all-in-one wealth management platform.
4. eMoneyAdvisor
Simplifying Financial Conversations
eMoneyAdvisor is designed to make planning discussions more structured, collaborative, and easy for clients to understand.
The platform emphasizes goal discovery and prioritization, helping clients articulate what truly matters to them. Advisors can guide clients through interactive scenarios that show the potential impact of different financial choices—without overwhelming them with complexity.
eMoneyadvisor’s guided planning workflows are especially useful for advisors who value conversational planning and want a repeatable process for uncovering goals and aligning strategies with client values.
Best for: Advisors who prefer structured, conversation-driven planning meetings.
5. MoneyGuide
Goal-Based Planning With Client Engagement in Mind
MoneyGuide is one of the most widely used goal-based planning platforms in the industry.
MoneyGuide helps advisors translate financial data into clear projections tied directly to life goals. Its interactive tools allow advisors and clients to explore tradeoffs, test scenarios, and visualize how changes in savings, spending, or investments affect long-term outcomes.
By keeping discussions focused on goals rather than just numbers, MoneyGuide helps clients stay engaged and committed to their financial plans.
Best for: Advisors who prioritize goal-based planning and client engagement at scale.
Comparison Table: Key Strengths at a Glance
| Platform | Primary Focus | Advisor Strength | Client Experience |
|---|---|---|---|
| Asset-Map | Financial discovery & visualization | Fast clarity, strong discovery meetings | Highly visual and intuitive |
| Orion Planning | Goals & investment alignment | Real-time planning tied to portfolios | Transparent and performance-driven |
| Orion Advisor Solutions | End-to-end wealth management | Scalable, unified platform | Consistent, professional experience |
| Money Advisor | Guided financial conversations | Structured, collaborative planning | Simple and easy to follow |
| MoneyGuide | Goal-based planning | Scenario modeling & engagement | Interactive and goal-focused |
Comparison Table: Ideal Use Cases
| Advisor Need | Best Fit Platform |
|---|---|
| Visualizing a client’s full financial picture | Asset-Map |
| Aligning plans with real investment performance | Orion Planning |
| Reducing tech stack complexity | Orion Advisor Solutions |
| Leading structured planning conversations | Money Advisor |
| Keeping clients focused on long-term goals | MoneyGuide |
Bringing It All Together for a Better Client Experience
Each of these platforms serves a distinct role in the advisory process:
-
Asset-Map builds clarity around today’s financial reality
-
Orion Planning connects strategy with real investment results
-
Orion Advisor Solutions unifies planning, reporting, and operations
-
eMoneyAdvisor simplifies and structures client conversations
-
MoneyGuide keeps planning centered on goals and engagement
Used individually or together, these tools help advisors reduce complexity, increase confidence, and deliver advice that is both clear and actionable. By combining visualization, goal-based planning, and integrated data, advisors can create a more compelling and trusted client experience.
