20 Video Examples From Financial Planning Software & Tools

3D Animated VideoFinancial planning is not easy, but software and tools can make life a bit easier. You can connect your bank accounts and financial assets to create a roadmap, get suggestions and plan better. Financial planning software and tools are mostly self served and can be used to create forecasts for both individuals and companies.

In this article we look at 20 Video Examples From Financial Planning Software & Tools and how they are using videos to market themselves and reach to their target audience. Watch these videos to get ideas for marketing your own financial planning enterprise. Here we go :


Figlo Financial Planning Video

FinnOne Neo is the next-generation lending solution built on an advanced technology platform, designed to shape the future of lending across Retail, Corporate and Islamic sectors for banks and financial service companies. The multi-channel solution which helps digitize the complete loan lifecycle end to end, supports both cloud and on-premise deployments. The banking software video shows how FinnOne Neo provides end to end loan lifecycle management.

Prophix Integrated Financial Planning Video

Prophix’s Integrated financial planning is a combination of technology and processes that connects the planning function across an organization to improve operational alignment and financial performance. It accurately represents a complete model where the company links strategic and operational planning with financial planning. The financial planning software video demonstrates how Prophix breaks down the silos and fosters collaboration, giving you a more complete picture of your organization to make more informed and accurate decisions for long-term strategic planning.

Diaceutics Financial Planning Video

Diaceutics Financial Planner enables you to maximise your return on investment by accurately defining the budget you need to integrate diagnostics into your commercial strategy. With new financial architecture, integrating diagnostics into therapy forecast models works to a different set of rules. Diaceutics has successfully designed specialized financial modelling software to navigate the new financial architecture. The financial planner video shows how the Planner forms part of the Diaceutics Method, an integrated personalized medicine planning and implementation method designed for therapy and diagnostic teams who need to navigate the complexities of combining testing and therapy into a treatment pathway.

Serenity Financial Planning Video

Serenity’s financial planners will partner with you over the long term giving you and your family the support and advice you need.Serenity understands that it’s about a whole life and not just money. Their experienced financial planners will work closely with you to craft a plan that brings all your goals to life. They then team that up with ongoing coaching to make sure you have all the support you need to stay on track and bring your vision to life.The financial planning video gives an overview of how efficient finance management can be achieved with Serenity.

Beacon Financial Planning Video

Southport Capital’s Beacon Financial Planning System will help you gain a more holistic view of your financial situation. When you sign up for Beacon Financial Planning System, they create a customized website that will help you to get financially organized. This website is an incredibly comprehensive tool that you can use to monitor all your assets as well as liabilities (Real Estate, Mortgages, Investment Accounts, Bank Accounts, Credit Cards, and Insurance Policies to name a few). Beacon financial planning video explains how the software will protect all your financial data.

Kantor Financial Planning Video

Kantor Financial Group offers unique and customized services that help their clients navigate the ever-changing financial landscape. They follow a sound systematic process to help one pursue their financial goals, monitor and track progress, and work to refine and revise plans along the way. Their services include, but are not limited to, personalized financial planning, wealth management, retirement, insurance, tax strategies and estate planning strategies. Kantor online financial planning video talks about their expertise in the area and urge you to manage your finances better.

Custom Wealth Financial Planning Video

Custom Wealth aims to not just evaluate one aspect of your life, they look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies and Business Owner Planning. The hallmark of Custom Wealth Consulting is their unique, proprietary, financial planning process. The financial planning software video demonstrates how their advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.

Clear Solutions Financial Planning Video

Clear Solutions Wealth and Tax Management is a multi–award winning financial planning firm. Their ultimate goal is to help you attain financial freedom and maximise the return you get from your investments and the management of your finances. Through effective financial planning, they aim to assist you to plan and provide for your future taking into consideration your goals, desires and the multitude of scenarios that life can bring. The financial planning video shows how Clear Solutions undertakes the financial planning process with you using Voyant, a specific financial planning software package which together with Clear Solutions helps you to get results.

MyPlanMap Financial Planning Software Video

MyPlanMap is a software for Financial Planners to help them take control of their recommendations and make it actionable. They want to enable all advisors to track their practice and client activity from the simplest touch points. They believe that practices who can make it simple, visual and easy for their clients are the best at delivering the best customer experiences and communicating their value proposition. The financial planning software video highlights the uniqueness of MyPlanMap and how efficient it is for financial planners.

FP Solutions Financial Planning Software Video

FP Solutions is the most comprehensive financial planning software in the market. You can demonstrate greater value with the highest quality of personalized reports, and tools that present the financial value of the planning and advice you provide. Plan for every scenario with four product levels of planning sophistication, from the simplest retirement model to the most complex plan for corporate accounts. From single-needs analysis to full personal and corporate planning, the financial planning video shows how FP Solutions is the most sophisticated financial planning software on the market.

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DuPoint Financial Planning Video

DuPoint’s financial planning software provides local families and businesses with innovative financial strategies, solutions and planning. They offer prospective clients an initial complimentary risk assessment where they provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. While developing a customized financial program, they walk you through a step-by-step process designed to help make you feel confident in your financial decisions. The financial planning video shows how they customize appropriate financial strategies to suit your vision and objectives.

PlanningSpace Financial Planning Software Video

PlanningSpace is a next generation, cloud based planning platform for the upstream oil and gas industry. The software solutions that Palantir has developed and perfected over the years, such as Portfolio Optimization, Financial Forecasting, Economic Evaluation, Reserves, Decline and Data Collection sit at the core of PlanningSpace to provide an integrated platform that handles all planning needs from well level to the corporate portfolio. PlanningSpace is cloud enabled and provides a single open database structure, which is infinitely extendable, so that it can connect to any number of third party tools and data sources. The financial planning software video shows It is easy to implement and use, significantly reducing total cost of ownership.

Bicycle Financial Video

Bicycle Financial is a software-based financial planning tool that delivers practical, personalized guidance at affordable prices and in plain English. They help you save and invest and charge NO management fees. Their team has deep financial services expertise and is committed to helping you live a richer financial life. They offer the financial accounts to keep your life on track: emergency fund, investment, retirement, college savings. The animated financial planning video shows how Bicycle Financial makes personal finance planning easy and hassle free.

Finpal Financial Planning Software Video

FinPal is a financial planning software that enables modern financial planning businesses to realise a new potential. Revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business. It shows team members how their efforts relate to overall business performance, helping everyone operate more effectively. The financial planning software video shows how FinPal has been designed to improve the profitability of your business by improving your efficiency, intelligently tracking business revenue and reducing software costs.

iPlan Financial Planning Tool Video

iPlan is a revolutionary new financial planning tool that empowers you to identify, prioritize and plan a course of action to achieve all of your financial goals, one simple step at a time. Its totally new approach to financial planning with a marketplace for you to research financial solutions that best suits your needs. iPlan gives you access to expert, independent guidance and their patented scoring system will help you see where you currently stand and what doable actions you can take to improve your financial outlook.

Tidemark Financial Planning Software Video

Infuse modern capabilities into your financial planning processes with Tidermark Financial Planning Software. It includes structured and context-aware collaboration, the ability to drill down to line-item details, and accurate what-if scenario modeling with predictive analysis.Eliminate surprises, mitigate risk, and anticipate where and when your business will need to pivot by feeding plans with real-time data that’s relevant the moment you need to act. The financial planning software video shows how Tidemark leverages transactional data from cloud and on-premise financial management so you can improve the accuracy of plans and enhance them.

Vena Financial Management Software Video

Vena’s financial close management software accelerates your financial close processes by augmenting native Excel with automation, governance and accountability. Vena’s powerful workflow engine is used to easily design and manage each step in the financial close process. Every process is graphically represented and tracked by management. The financial video shows how Vena provides the only truly unified solution for FCM, from closing the books to account reconciliations and reporting, all using enterprise-grade Excel.

eMoney Advisor Financial Planning Software Video

eMoney Advisor is a financial planning software that offers leading wealth management experience with solutions that not only strengthens the advisor/client relationship but also enables financial advisors to lead the lifestyle and leave the legacy they envision. eMoney Advisor builds technology that redefines the way financial advisors deliver advice and build relationships. The financial planning software video shows how eMoney is bridging the gap between planning tools and compliance software to help fiduciary-focused advisors in a post-DoL world.

AVMA Personal Financial Planning Tool Video

The AVMA’s Personal Financial Planning Tool will help you build a personalized estimate of your budget needs so you can plan how to repay debt in an acceptable time frame while also saving for the future. Everyone talks about the importance of budgeting, but actually setting up a budget can be daunting. This tool helps make it easy by walking you through each of the essential steps. The financial planning tool video shows how you can reach your financial goals with the easy-to-use AVMA Personal Financial Planning Tool.

Infor SunSystems Video

Infor SunSystems by Sapphire System is a comprehensive, international financial services and planning software. Infor SunSystems is a truly global system, offering multi-currency, real-time reporting and analysis. It’s important to implement a modern financial solution that is powerful enough to meet your needs today, but innovative and flexible enough to adapt as your business evolves and grows and that’s what Sapphire system’s Finance Software offers. Watch the financial planning software video to get an idea about the main features of the software.


A financial planning software & tool can create the following videos :

  • Financial planning software overview video
  • Financial planning brand video
  • 2D & 3D Animated Explainer Video
  • Financial planning marketing video
  • Financial planning promotional video
  • Youtube teaser videos
  • Business use case study videos
  • Financial planning software How To Videos

With the above financial planning video examples it is evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are in the similar domain these videos are good start to build a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids understand financial planning software & tools are continuously evolving and is an emerging segment, with a lot of transformations happening now and many more to follow in future. Lets use the power of videos to get your word out. We will be scanning the web to find more new and interesting stuff in financial planning videos , if you have something to share do reach out to us.

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