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Best AI in Financial Planning Software

For: Financial planners, RIAs

Planning, tax-aware analysis and client-ready output with AI assistance. Top 5, scored out of 100 on our six-part rubric (security & compliance = 20%). Reviewed 2026-10-16.

These scores come from desk research (vendor pages, industry surveys and published reviews), not hands-on testing yet. Scores within 1 point are treated as ties. Security and compliance claims are the vendors' own. Verify them with each vendor's documentation (for example a SOC 2 report) before you put client data in.

  1. #1

    RightCapital (Iris)

    AI assistant Iris is included in higher tiers of a planning tool with published pricing.

    Price: Basic $149.95; Premium $209.95; Platinum $254.95 /advisor/month (Iris in Premium+)
    80/100
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  2. #2

    Holistiplan

    Tax-return scanning turns 1040s into planning observations in minutes.

    Price: See vendor pricing
    78.5/100
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  3. #3

    Income Lab Pro

    Retirement income planning with six AI tools including Penny.

    Price: Pro is $100/month above Core (reported)
    72.5/100
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  4. #4

    Altruist Hazel

    AI assistant tied to the Altruist platform.

    Price: $60-300/seat/month reported
    68.5/100
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  5. #5

    FP Alpha

    AI document review across estate, insurance and tax areas.

    Price: Quote / subscriptionPartially verified
    67.5/100
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