It has been a long time since anyone launched a financial planning application of note in the U.S. market. Yes, Figlo, the Dutch firm, tried five or six years ago, but its marketing efforts never really got off the ground. It has since been purchased by Advicent and is relaunching with a new platform designed for North American firms. InStream launched a few years ago, but it was more of a communication tool than a financial planning one. More recently, there was the launch of Advizr, a “lite” planning app that has appeal but it is by no means a comprehensive solution.
In recent years, MoneyGuidePro has dominated the category. Other firms with significant market share include eMoney, Advicent, MoneyTree, SunGard and FinanceLogix.
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