Freemium
WisdomPlan
WisdomPlan is an AI-based financial planning platform that helps individuals and advisors create personalized wealth management strategies through automated plan generation, scenario analysis, and portfolio recommendations.
Free Trial
Business Plan Factory
Business Plan Factory is an online platform that helps entrepreneurs create detailed business plans with step-by-step guidance and financial forecasting tools.
Subscription
Pocket Adviser
Pocket Adviser is a cloud-based financial planning software tailored for Australian financial advisors, offering automated compliance, client management, and advice workflow tools.
Freemium
finance_stuff
Finance Stuff is a financial management platform that helps users track investments, manage budgets, and plan finances with real-time data and tax optimization tools.