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Financial Planning

9 tools

Budgeting, forecasting, and FP&A tools for businesses

All Financial Planning Tools
ATOM Treasury and Risk

ATOM Treasury and Risk

Enterprise treasury management and financial risk automation

Broadridge Market Analytics

Broadridge Market Analytics

Fund and ETF distribution intelligence for asset managers

Broadridge Wealth Insight Services

Broadridge Wealth Insight Services

Enterprise wealth management analytics and reporting for financial advisors and firms

BudgetPak

BudgetPak

Business budgeting software that replaces Excel spreadsheets

Credit Suite

Credit Suite

Build business credit, improve fundability, and access financing

Decision Critical

Decision Critical

Cloud-based business modeling and financial planning software for strategic decision-making

Ghostfolio

Ghostfolio

Open source wealth management software for tracking your net worth

SS&C Tier1

SS&C Tier1

Capital markets CRM built on Salesforce for investment banking and financial services

Wealth Access

Wealth Access

Connected data intelligence platform for banks and wealth managers