Alternatives to Bloomberg Income Tax Planner
Compare Bloomberg Income Tax Planner alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Bloomberg Income Tax Planner in 2026. Compare features, ratings, user reviews, pricing, and more from Bloomberg Income Tax Planner competitors and alternatives in order to make an informed decision for your business.
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1
AlsoThere
AlsoThere
AlsoThere is a turnkey transactional infrastructure that unbundles commercial capabilities from legal incorporation. Built for B2B SaaS and ISVs, we act as your localized operational backbone, enabling parallel GTM deployment across 43 countries (US, EU, LATAM) in under 48 hours. Rapid Deployment: Achieve legal commercial presence in 48h, converting expansion from high-risk CAPEX to an agile OPEX model.Native capability to issue tax-compliant local invoices and execute multi-currency consolidations for enterprise nodes. Compliance-as-a-Service: We comply with local tax, legal, and regulatory frameworks entirely. AlsoThere seamlessly integrates into your channel strategies. We act as your specialized transactional infrastructure allowing you to bypass legacy generalist resellers and maintain 100% customer control. Powered by eSource Capital Group (20 years cross-border expertise) with over US$250M+ successfully processed for third-party enterprise clients. -
2
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
3
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
4
Vertex
Vertex Inc.
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company. -
5
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
6
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
7
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
8
Thomson Reuters Planner CS
Thomson Reuters
Tax legislation changes quickly and it’s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few years’ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients. -
9
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
10
Tax Planner Pro
Tax Planner Pro
Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.Starting Price: $499 per year -
11
Equisoft/plan
Equisoft
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future. An intuitive user experience guides the collection of assets, liabilities, income, and expenses in one place. Retirement and insurance needs projections help you cover every possible variable. Accept, reject or modify platform-generated recommendations to save time and effort. Use the regularly updated or customized assumptions to align with your firm's policies. Our report templates can be customized to speak directly to your client’s needs. Add detailed, personalized content to every section of the report. -
12
TaxPlanIQ
TaxPlanIQ
The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer. Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process. We’ll walk through your first tax plan together so you and your clients can see the ROI. This is the platform designed to elevate your value and give you control back over your business. Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.Starting Price: $300 per month -
13
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
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OIC Tax Planner
iConcepts
The OIC Tax Planner application is interactive desktop software downloaded and installed directly on your computer. Your client data never leaves your premises. The OIC Tax Planner bundles required tax representation forms and current IRS Offer in Compromise regulations in a single product. It is tax resolution software for handling Offer in Compromise, Installment Agreement, Currently Non-Collectible, Spousal Defense, CDP and other IRS collection cases. The OIC Tax Planner is for the tax pro having an intermediate level of understanding of the intricacies of tax representation. Our software has helped thousands of our clients just like you to secure that elusive IRS acceptance of an OIC, Installment agreement, or Uncollectable status for their clients. Automatic updates for forms and data tables are released whenever IRS revises them Automatic form calculations and computation wizards based on the IRS Financial standards are provided.Starting Price: $45 per month -
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Bloomberg Corporate Tax Auditing & Planning
Bloomberg Tax & Accounting
Achieve new efficiencies by calculating, tracking, and analyzing federal and corporate income tax attributes automatically over multiple years – including net operating losses, carryforwards, and carrybacks. Formulate the best multistate tax strategies using the most accurate state tax analysis software, which automatically unifies and shares tax data, simplifying provision, compliance, planning, and audit. -
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Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
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Juno
Juno.tax
Juno is a modern AI-powered sidekick designed specifically for tax professionals who are overwhelmed by long hours and manual tax preparation. It automates tax research, data entry, calculations, and document management, helping accountants save time and reduce errors. With modules for preparation, review, and advisory, Juno streamlines every step of the tax process, from flagging inconsistencies to generating full workpapers in seconds. The platform not only ensures higher accuracy but also enables CPAs to focus on client relationships and strategic planning rather than tedious tasks. Built by a CPA, Juno has gained trust among hundreds of firms who rely on it during peak tax season. Testimonials highlight its ability to double productivity and make tax season more manageable for professionals.Starting Price: $4,000 -
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CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
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TaxElm
TaxElm
TaxElm is a comprehensive tax strategy platform built for business owners who want to move beyond basic tax prep and actually reduce what they owe. We help identify, customize, and fully implement both core and advanced tax strategies. Unlike other tools, TaxElm doesn’t stop at planning. Each strategy includes a step-by-step implementation module with checklists, templates, timelines, and third-party support—so execution actually happens. Our platform tracks progress, ensures compliance, and keeps strategies updated annually. TaxElm takes you from strategy to savings—making sure the plan gets done and the results are real.Starting Price: $249/month -
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ProConnect Tax
Intuit
Tap into the strength and security of Intuit with professional tax software that's ready to use on your web browser. Find out why Intuit ProConnect Tax is the #1 professional tax software on the cloud. Take advantage of proven productivity tools and powerful diagnostics honed for the last 40 years and elevated to the cloud for ultimate convenience. Get software that fits into your current process, connects to QuickBooks, and supports you even as your practice grows. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Access more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns. Handle the most complex tax scenarios with more than 20,000 automated calculations. Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.Starting Price: $47.18 per return -
21
Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
22
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
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CFS TaxTools
CFS Tax Software
CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.Starting Price: $84.50 per year -
24
Venture Vision 360
Venture Vision 360
Venture Vision 360 caters to non-resident entrepreneurs and freelancers across the world to seamlessly expand their operations without worrying about any trouble from the government, legal or tax authorities. We specialize in overcoming hurdles in incorporation, accounting, tax, and compliance for seamless expansion into the US and India. Our comprehensive solutions cover everything from incorporation to compliance, with upcoming expansions into Europe, Singapore, and Hong Kong. For E-commerce, DTC, digital, and SaaS ventures, we offer advanced analytics, accounting, executive dashboards, and Fractal CFO advisory services. Our tailored solutions provide in-depth insights and control for rapid growth. Additionally, our innovative SaaS compliance tool plugins aim to automate compliance processes for small and medium-sized businesses across various software platforms.Starting Price: $489 -
25
Charity Navigator
Charity Navigator
Charity Navigator is a free, web-based research platform that helps millions of donors discover and support nonprofits by providing unbiased, data-driven ratings on over 225,000 organizations. Its rigorous methodology evaluates each charity’s financial health, accountability, and transparency, measuring stability, efficiency, program cost-effectiveness, and sustainability, to show not just where dollars go but what they achieve. Donors can explore curated lists by cause, set up real-time alerts for rating changes, and use interactive tools like the Giving Basket to fund multiple charities in a single checkout while controlling how much information is shared. Aggregating data from IRS filings, partner organizations, and charity submissions, the platform powers comprehensive dashboards and educational guides on effective giving, enabling side-by-side comparisons, personalized recommendations, and in-depth insights without charge. -
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Lacerte
Intuit
Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.Starting Price: $400 per year -
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UltraTax CS
Thomson Reuters
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.Starting Price: $2500 per year -
28
Price&Cost
Price&Cost
Agencies around the world use Price&Cost to create accurate estimates, gain higher margins and meet their financial goals, without spreadsheets. Spreadsheets take hours to fill in and double-check. Price&Cost creates reliable estimates and reports in a breeze. Teams have a hard time making financial calls. With Price&Cost, they can see how each resource affects costs and profits. You can’t change what happened last quarter. Price&Cost helps you predict and update projects as they happen, to hit your financial goals. Jump out of broken spreadsheets into your Price&Cost dashboard. A single place where you can estimate projects, manage resources, and track expenses all the way to bigger profits. Quickly test different scenarios to choose the most financially sound. Create in-depth estimates that your clients and teams will approve faster. Connect your favorite time-tracking tool to monitor planned vs actual costs.Starting Price: $45 per month -
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Advise Wise
Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case. -
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Intuit ProSeries Tax
Intuit
Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.Starting Price: $340 per year -
31
Drake Tax
Drake Software
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.Starting Price: $330.00 -
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RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
33
AlphaTax
AlphaTax
AlphaTax is an AI-powered tax optimization software that categorizes transactions and identifies deductible expenses. The system analyzes financial statements, maintaining accuracy through smart deduplication for effective tax planning. The platform provides real-time income and expense tracking, automatically categorizing expenses. The AI tax strategy engine offers personalized approaches to reduce tax liability by offering scenario modeling of over 25 different strategies, while displaying real-time impact analysis. AlphaTax includes a 24/7 AI assistant named Alex that has contextual intelligence to help users understand their tax profile, income, expenses, strategies and can reference IRS code. The software features other tools such as mileage and vehicle tracking, budget planner, savings growth planner, retirement planning and comparison tools, and options for self-filing or CPA-ready exports. Financial intelligence meets tax mastery with AlphaTax.Starting Price: $14/month -
34
Taxd
Taxd
Taxd is an innovative online tax filing platform designed to simplify the process for individuals and businesses in the UK. Whether you're filing a personal tax return, company tax return, or landlord tax return, Taxd provides an intuitive, step-by-step interface that guides you through the filing process. With affordable pricing starting from £35 per return, Taxd offers comprehensive coverage of all tax return pages and includes free support from tax specialists. With a focus on tax efficiency and compliance, Taxd ensures that you can file your return in minutes without the hassle of dealing with HMRC or waiting for an accountant. -
35
AIMMS
AIMMS
Increase speed, collaboration and confidence in your decisions with advanced analytics. AIMMS helps supply chain teams make informed decisions quickly and with confidence, using scenario modeling and math. AIMMS puts the tools for adaptive planning in your hands so you can make a difference. In a rapidly changing world, slow decisions have implications. We empower supply chain planners with friendly tools that help them find reliable answers fast, with clarity about implications and trade-offs for your current situation, as well as for potential futures. AIMMS helps you make confident decisions to lower costs, improve service levels, and mitigate risks to support your ambitious growth plans. Our software is meant to empower, not intimidate you. It’s made for supply chain professionals by supply chain professionals, with an intuitive workflow and UI that helps your key stakeholders answer critical questions. -
36
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
37
Bloomberg Government
Bloomberg Government
Bloomberg Government is the only product you need for news and expert analysis, legislative and regulatory information, and directories, all in one place powered by Bloomberg’s advanced technology. Backed by Bloomberg’s reputation for quality, every resource on Bloomberg Government is developed by our staff with years of government affairs experience. Delivering rich data, sophisticated tools, and breaking news alongside in-depth policy analysis, Bloomberg Government helps government affairs professionals perform at the top of their game. Our staff, from editorial and analysis to product and other teams across our organization, have deep practice area expertise in government affairs, so we understand what’s most important to you. From your first day onward, you’ll have 24/7 expertly staffed customer service and support. That’s on top of a library filled with tutorial videos, should you ever need them. -
38
Feasly
Feasly
Feasly is an intuitive, cloud-based software platform designed to eliminate the complexity of property development financials. It provides real-time clarity on costs, profit margins, and funding positions at every stage of development. With Feasly's technology and built-in features, users can say goodbye to spreadsheets, and hello to precise site assessments, feasibility, and live development financial management for residential, commercial, industrial, retail and mixed-use projects. It offers a centralised dashboard where users can manage all their feasibility studies, create new projects, duplicate scenarios, create templates, archive, share, and download PDF reports. Feasly allows for side-by-side comparison of project scenarios to assess optimal land use, funding options, equity contributions, or preliminary budgets versus actuals of live development. It supports management of simple or complex project funding stacks and debt waterfalls.Starting Price: $49/month/user -
39
STATSCORE
STATSCORE
Let our Sports API boost your online business with unrivaled access to high-quality in-depth sports statistics in a unified structure across all sports including such must-have ones as soccer (football), basketball, tennis, ice hockey and many more. Here at STATSCORE, we know that when you’re trusting us with your projects, you want to feel safe with what you can find in our database. Accurate and reliable are two words that every STATSCORE Team member lives by, so that you can be sure that our content is entered, managed, updated and verified by a group of carefully selected and trained sports data editors. If you seek fixtures, results and standings only, pick the Season Stats Level BRONZE plan, if you aim to receive in-depth player stats for the Premier League, you should definitely go with our most advanced VIP plan. -
40
AB401k
Americas Best 401k
A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.Starting Price: $400 Quarterly -
41
Bloomberg Terminal
Bloomberg
Sitting on the desks of 325,000 of the world’s most influential decision makers, the Bloomberg Terminal is a modern icon of financial markets. Launched in 1981, long before PCs and the internet became ubiquitous, the Bloomberg Terminal brought transparency to financial markets. It connected market participants to a groundbreaking data, analytics and information-delivery service, and revolutionized an industry. More than three decades on, the Bloomberg Terminal remains at the cutting edge of innovation, delivering fast access to indispensable news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action. The Bloomberg Terminal brings together real-time data on every market, breaking news, in-depth research, powerful analytics, communications tools and world-class execution capabilities in one fully integrated solution. -
42
Taxx Savage
Taxx Savage
TAXX SAVAGE has a moderate start-up cost with an intuitive, cloud-based software platform, and complete series of training videos that makes using our tax preparation software a breeze. And don’t be fooled, our price may be small but our software is mighty with all the features you could ask for! Even better, we do not revenue share and NO EFIN needed to use our software. Our team encourages, inspires, and empowers you to create the financial freedom you deserve. We provide the tools to start and grow your tax business, including assisting you with marketing strategies. We give you access to all the tools you can use to run and scale your business just like those big franchises. Even if you don’t purchase our optional marketing package, our video training course for learning how to use the tax preparation software includes a course on marketing basics. -
43
Bloomberg MTF
Bloomberg Professional Services
Bloomberg Trading Facility Limited’s multilateral trading facility, BMTF, is a robust trading platform for trading cash bonds, repos, credit default swaps (“CDS”), interest rate swaps (“IRS”), exchange-traded funds (“ETF”), equity derivatives and foreign exchange derivatives (“FX”). Bloomberg has examined and built upon its existing end-to-end trading workflows to offer an efficient trading platform to ensure a seamless transition into the MiFID II regulatory environment. By building upon the core technology of Bloomberg’s existing fixed-income, equity and derivative trading platforms – used by more than 1,000 global institutions – Bloomberg’s MTF provides eligible participants access to request for quote and request for trade functionality and liquidity across the Fixed Income asset class. Bloomberg’s solutions are integrated into one seamless workflow and are suitable for clients on the buy-side and sell-side. -
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Robobai
Robobai
We’re helping organisations make great purchasing decisions. Get a better understanding of your supplier spend, your potential business risks and the ethical implications of the decisions you're making. Robobai: Procurement built for today. Save time & money. Our powerful AI platform learns about your spend patterns and helps you save time and money by making suggestions and giving smart,real-time insights to help supercharge your business. Get in-depth visibility. We shine a light on the end-to-end procurement experience by providing in-depth visibility and analytics, enabling you to change your spend over time, improving cash flow and profit. Understand your risk. Now more than ever, understanding supplier risk whether from fraud, supply-chain geography or cyber security can make big bottom-line differences to how you make spend decisions. Minimize harm. Minimize harms to your business with in-depth analytics on supplier's environmental and social impacts -
45
xpdProject
Xpd Office
With xpdProject from xpdIentinc, you can access project resources, statistics and deliverables in one place. Just imagine tying all the elements of a project together through one simple, intuitive and secure site; project planning systems, contracting, and billing applications. You can get real control over task dependencies, user workloads and account management. And, you can do all of these things, effortlessly from anywhere, any time you need it. Earned Value Management (EVM) is critical for project managers. With xpdProject, you can do a side-by-side snapshot comparison of current versus projected goals for spending and percent completeness xpdProject is collaboration software, geared toward uniting site-wide information and data with effective project management scheduling, issue management, quality assurance solutions and professional services automation. -
46
Sentinel
Sentinel Software
PeopleSoft Security Simplified. Everything you need for managing security and auditing with ease. Instantly identify missing objects and security differences between PeopleSoft environments. Side-by-side comparisons of PeopleSoft objects and security permissions. View a summary of missing, added, and removed objects when migrating Roles and Permission lists to another environment. Sentinel has helped clients to improve their security controls, while reducing support time and cost. Accurately manage security for Users, Roles and Permission Lists. Drill down on any menu to see the Roles that provide access to the user. Build accurate Roles and Permission Lists in a fraction of the time, using a menu. No need to lookup component. Manage data masking on PII/PCI fields directly on the user's profile.Starting Price: $600 per month -
47
IPnews
IPnews
IPnews is a global tool that focuses on in-depth analysis of IP addresses. It supports precise positioning, identifies 19 application scenarios such as enterprise dedicated lines and mobile networks, and provides multi-dimensional threat monitoring, IP-related domain names and ASN number reverse resolution, etc., providing accurate data support for network security, advertising, network operation and maintenance, etc. IPnews integrates a dynamic update mechanism and a lightweight positioning deployment solution, with a precise positioning accuracy rate of up to 99.58%. It is suitable for scenarios such as anti-fraud, user profiling, and network optimization, and helps corporate decision-making and security protection.Starting Price: $8.90/month -
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PinkLion
InnovationCraft UG (haftungsbeschränkt)
PinkLion is an AI-powered investing copilot designed to help you grow and optimize your wealth with ease. We go beyond tracking your portfolio—offering personalized insights and actionable optimization tips, 1-year forecasts, as well as scenario simulations. Whether you’re starting out or refining your investments, PinkLion gives you the data-driven confidence to make smarter financial moves. Some of PinkLion´s features: - A Complete Investment Overview - Portfolio Setup with brokers or manual upload - Smart forecasting - Deep Portfolio Analytics - Portfolio Optimization Tools - Scenario Simulations - Side-by-Side Comparisons - Portfolio health checkStarting Price: $15/month -
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Urbiverse
Urbiverse
Urbiverse helps you make smarter strategic decisions about urban mobility and logistics with AI‑driven simulations, synthetic data solutions, real‑time what‑if analysis, and optimized fleet sizing and infrastructure planning. It enables operators to forecast demand based on historical data, events, seasonal trends and real‑time analytics; simulate scenarios to determine the impact of new ride‑sharing, bike‑sharing, cargo‑bike or fleet‑size programs on traffic, user satisfaction, environmental goals, profitability and costs; evaluate financial implications under various tender conditions; optimize fleet distribution, operations management and micromobility parking; and combine real‑time and historical data to allocate resources efficiently across different vehicle types, empowering mobility operators and planners to move from guesswork to data‑driven decisions. Urbiverse processes millions of trips, supports infrastructure planning, and empowers urban fleet planners to test scenarios. -
50
Stratasan
Stratasan
Stratasan’s Analytics Platform provides strategic planners and hospital executives with the most in-depth and up-to-date healthcare intelligence. Instead of using valuable time to comb through data, use your energy for strategy and planning decisions. By using this tool to facilitate high-level strategic discussions, everyone will be on the same page. Your team can make real-time decisions based on a universal understanding of intelligence. Build and share strategic presentations on market intelligence and strategic initiatives in minutes, not weeks. Compare reimbursement rates by payer and see rate trends across service lines. Enter negotiations confidently, champion acquisition targets with the highest potential of success, and accurately analyze the potential ROI of entering a new market.
