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Related products and practices, with creator experiences across different uses.

With use and recommendations from

Ryan Townsley Adam Dell
+4 more
Andy Panko Michael Kitces Liz Miller Sarah Baker

Holistiplan

Software

3 creators

Tax planning for retirees — calculating withholdings, RMDs, QCDs, Roth conversions, bundling charitable contributions; integrated with TaxStatus to pull IRS transcripts directly

"It's the software I spend the most time in. Holistiplan, in my opinion, is the software that adds the most value to clients and also shows the most value to prospective clients. The TPCP designation really allowed us to use Holistiplan at its full."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 47:46
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"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."

Adam Dell

Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481 ▶ 39:39
"the other two advisers use Holista Plan because they don't do taxes and it's too big of a learning curve to use tax prep software just to do projections."

Andy Panko

Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479 ▶ 56:47
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RightCapital

Software

3 creators

Running retirement projections and scenario modeling with clients

"So I put that into my planning software, MoneyGuide at the time, RightCapital these days. I put that in my planning software. I pull it up with the client."

Michael Kitces

Helping Clients Who Want A Retirement They Can't Afford - Kitces & Carl Ep 203 ▶ 19:48
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Financial planning, with paraplanner access

"They just have access to RightCapital and Holistiplan... Although I know that RightCapital is also building out their own functionality to be able at some point to kind of look at those docs as well from an AI perspective."

Michael Kitces

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ... ▶ 41:20

Comprehensive financial planning for both retirees and accumulators; building plans alongside Holistiplan for tax planning; used in tandem with MoneyGuide for nuclear-engineer-style redundancy

"We're making the migration over to Right Capital. They're always adapting, adding more features, keeping up with the times. It's evolved beyond where MoneyGuide was able to take us. It's also a little bit better for accumulators, and we are starting to see ..."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 42:10
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Income Lab

Software

2 creators

Modeling dynamic spending adjustments and guardrails for retirement clients

"I'll give a shout-out to Income Lab, which has actually built some really cool tools to model adjustments more dynamically, to model guardrails, so you can see where clients are drifting too far out of whack."

Michael Kitces

Helping Clients Who Want A Retirement They Can't Afford - Kitces & Carl Ep 203 ▶ 20:24
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Building year-by-year cash flow projections for retirement distribution planning, front-loading spending in early retirement years, feeding cash flow data into time-segmented portfolio construction

"We use Income Lab. Income Lab is a great tool for retirement distribution phases. It's unique — I don't think there's anything else like it. We've been using it for four to five years, so I would call us a power user at this point. We take the actual cash f..."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 16:08
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Black Diamond

Software

1 creator

Mapping prospect portfolios to the Mason strategy and showing clients their investments during onboarding

"We have an internal software that's like we'll look through Black Diamond, and they're adding in their current portfolio and then mapping that over to a Mason investment strategy... We want to show you Black Diamond, can get you set up, show you all the inv..."

Sarah Baker

Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibi... ▶ 23:46

CRM

Software

1 creator

Documenting client discussions about concentrated positions, recording meeting minutes and ongoing reassessments

"CRM, meeting minutes, when you have your annual meeting with clients, make sure that this position is not glossed over. The CRM notes are definitely helpful as well."

Rich Chen

Working With Legacy Investment Positions, With Rich Chen ▶ 22:36

MoneyGuidePro

Software

1 creator

Retirement income planning — stratifying spending goals into needs/wants/wishes and running probability of success (resilience) analysis at each tier

"I chose MoneyGuide Pro because they stratify their funding goals into needs, wants, and wishes. And you can even run what I call resilience curves — what they call probability of success analysis. You can run that for needs, needs and wants, and needs, want..."

Bradley Clark

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approac... ▶ 59:28

Nexa Insights

Software

1 creator

Automating client satisfaction surveys with pre-built questions and analytics for advisory firms

"I'll give folks shout outs like Nexa Insights just built a whole piece of software to automate sending surveys out to your clients. I think it integrates with most of the financial planning software. They've built all the questions. You don't actually have ..."

Michael Kitces

Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Us... ▶ 58:21
About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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