Best 2 Tools for Financial Advisors in 2025
The Financial Advisor provides personalized financial guidance and investment recommendations to clients. They assess financial goals, develop comprehensive financial plans, monitor portfolio performance, and offer ongoing advice on retirement planning, tax strategies, and wealth management.
LiveFlow
LiveFlow
LiveFlow is a financial planning and analysis platform built to automate reporting for businesses using QuickBooks Online and Xero. Think of it as a bridge between your accounting software and spreadsheets, but much smarter.
Fuelfinance
Fuelfinance
Fuelfinance is an all-in-one Financial Planning and Analysis (FP&A) solution built specifically for startups and small to medium businesses. Think of it as your entire financial department in the cloud, but without the expensive hiring costs or complex setup processes.