True innovations in financial planning software don't occur all that often. Zywave, formerly EISI, changed the way advisors did planning in the 1990s with wizards, artificial intelligence, automated report generation and a host of other features. About 10 years ago, MoneyGuidePro erased the stigma of goal-based financial planning by introducing an intelligent, sophisticated approach that continues to be refined.
While it's early in the game, inStream Solutions might be next in this line of financial planning software innovators. It's a free, goal- and cloud-based planning solution for financial professionals. That's right, free.
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