Redwood Trust Platform Drives Housing Finance Innovation

We compared the three financial planning platforms every RIA is talking about in 2026 — and the data tells a clear story. RightCapital. eMoney. MoneyGuidePro. These three platforms collectively power the financial planning workflows of thousands of advisory firms across the US. But they are not equal — and in 2026, the gap between them is wider than ever. Here is what the independent data actually says: 📊 RightCapital earned an 8.4/10 advisor satisfaction rating in the 2026 T3/Inside Information Advisor Software Survey — the highest of the three, for the fifth consecutive year. Its support rating from Kitces Research sits at 9.1/10. It has grown its market share from 3.39% in 2018 to 21.37% in 2026 — nearly a sevenfold increase. And it remains independently owned by its original founders. 📊 eMoney Advisor rated 8.14/10 — a strong score, and still the right call for firms serving high-net-worth clients with complex estate planning, concentrated equity positions, or multigenerational trust structures. The depth is unmatched. The cost and onboarding timeline reflect that. 📊 MoneyGuidePro rated 7.62/10 — the lowest of the three, and down from prior years. The platform held the number one market share position for 17 consecutive years. That streak has ended. Since Envestnet was acquired by Bain Capital in 2024, advisors have flagged slower product development and reduced responsiveness. The most common transition happening right now? Advisors moving from MoneyGuidePro to RightCapital — and consistently reporting the switch is less disruptive than anticipated. At Vela, we work inside these platforms every day on behalf of the advisors we support. We see firsthand how platform choice shapes how long plans take to build, how confidently clients engage with their own financial picture, and how much friction your back office carries each week. The best planning software is the one your team actually uses — consistently, before every client meeting, in a way clients find clear and engaging. What platform is your firm running on — and are you happy with it? #FinancialPlanning #WealthManagement #RIA #Paraplanning #Vela #FinTech #AdvisorTech #RightCapital #eMoney #MoneyGuidePro

Vanilla was named Best Technology Start-Up at the Family Wealth Report Awards 2026, and I couldn't be more proud of the team that made it happen. When I started thinking about what Vanilla could be, the vision was simple: give advisors the tools to make estate planning a core part of how they serve clients, not an afterthought. Estate planning has historically been siloed. Handled by attorneys, disconnected from the broader wealth management conversation, and difficult for advisors to bring into their practice in a meaningful way. That's a problem. We're in the middle of the largest wealth transfer in history, and the advisors who can have holistic conversations around legacy, generational planning, and wealth transfer are building practices that last. Estate planning has never had a true technology category leader. We're building it. The people at Vanilla show up every day to build something that genuinely changes how advisors work and how clients experience one of the most important conversations in their financial lives. This is just the beginning, read more here: https://lnkd.in/gN8VJ6u9

Your startup's financial health score just dropped to 47 out of 100, but your accountant says everything looks fine. The disconnect between traditional accounting and real financial health is destroying businesses daily. Most founders track revenue and expenses but completely miss the early warning signals that predict cash flow disasters months in advance. Finntree's Financial Health Score analyzes 47 different data points that traditional accounting overlooks. The algorithm processes bank statements, invoice patterns, seasonal trends, and payment behaviors to deliver a single score that tells the complete story. A score below 60 means immediate action required. Between 60 to 80 signals growth opportunities with managed risk. Above 80 indicates strong financial positioning for scaling. The difference between a 47 and a 73 could be the gap between closing doors and raising Series A. Traditional financial reporting shows you where you've been. Finntree's scoring shows you where you're heading before it's too late to change course. What would change if you knew your real financial health score right now? Start your free trial at finntree.com This is for informational purposes only and does not constitute financial advice. #startupfinance #SaaS #CFO #fintech #AIfinance

The spreadsheet looks fine. The business is bleeding. That gap — between what the numbers show and what is actually happening — is where most small businesses quietly fail. Founders are not bad at business. They are operating without the financial clarity that changes decisions. A real-time cash flow picture. A runway projection that updates as money moves. A Financial Health Score that tells the truth, not just what last month looked like. That is what separates the founders who catch problems in week two from the ones who discover them in month six. Finntree gives small business owners CFO-level financial intelligence without the CFO price tag. The platform analyzes bank statements in 60 seconds, categorizes transactions with up to 95% accuracy, and surfaces the insights that actually matter for decisions happening today. Not a report. A signal. For €14 a month, founders get a financial picture that used to cost €3,000 or more per month to access. What does your current setup actually tell you about where your business stands right now? Save this post as a reminder to revisit your financial visibility setup. Start your free 14-day trial at finntree.com This is for informational purposes only and does not constitute financial advice. #startupfinance #SaaS #CFO #fintech #AIfinance

𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗱𝗼𝗻’𝘁 𝘁𝗿𝘆 𝘁𝗼 𝗺𝗮𝘀𝘁𝗲𝗿 𝗳𝗶𝗻𝘁𝗲𝗰𝗵. 𝗧𝗵𝗲 𝗰𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗴𝘂𝗶𝗱𝗲𝘀 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘁𝗵𝗲𝗺 𝘂𝘀𝗲 𝗶𝘁 𝘁𝗼 𝗶𝘁𝘀 𝗳𝘂𝗹𝗹 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹. One of the more interesting themes that came through the 300 conversations we had with property finance leaders is how they are responding to the pace of change in technology. There’s no shortage of platforms, tools, and providers all claiming to improve forecasting, automate processes, and provide better insight into performance. In theory, that should make life easier for CFOs. In practice, it often creates something else entirely: more options, more outputs, and ultimately more noise. At a certain point, the challenge isn’t access to information - it’s knowing what to trust, what to prioritise, and what will actually improve the quality of decisions being made. What stood out in those conversations is that 𝘁𝗵𝗲 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗖𝗙𝗢𝘀 𝗮𝗿𝗲𝗻’𝘁 𝘁𝗿𝘆𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝗲𝘅𝗽𝗲𝗿𝘁𝘀 𝗶𝗻 𝗲𝘃𝗲𝗿𝘆 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗼𝗿 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆. 𝗧𝗵𝗲𝘆’𝗿𝗲 𝗻𝗼𝘁 𝗮𝘁𝘁𝗲𝗺𝗽𝘁𝗶𝗻𝗴 𝘁𝗼 𝗸𝗲𝗲𝗽 𝗽𝗮𝗰𝗲 𝘄𝗶𝘁𝗵 𝗲𝘃𝗲𝗿𝘆 𝗻𝗲𝘄 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝗿𝗲𝗹𝗲𝗮𝘀𝗲 𝗼𝗿 𝗔𝗜 𝗰𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗯𝗲𝗶𝗻𝗴 𝗽𝘂𝘀𝗵𝗲𝗱 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁. Instead, they’re doing something more deliberate: they’re building access to the right guidance. People who can sit between the technology, the consultants, and the business. People who understand enough of each to interpret what matters, filter out what doesn’t, and translate complexity into something useful. That’s a different skill set. 𝗜𝘁’𝘀 𝗹𝗲𝘀𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗱𝗲𝗽𝘁𝗵 𝗶𝗻 𝗼𝗻𝗲 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺, 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗷𝘂𝗱𝗴𝗲𝗺𝗲𝗻𝘁, 𝗰𝗼𝗻𝘁𝗲𝘅𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗮𝘀𝗸 𝗯𝗲𝘁𝘁𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀. It also requires a degree of independence, because the advice needs to be shaped around the organisation’s needs, not the provider’s agenda. 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗮𝗿𝗲𝗻’𝘁 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝘁𝗵𝗲 𝗲𝘅𝗽𝗲𝗿𝘁 𝗶𝗻 𝘁𝗵𝗶𝘀 𝘀𝗽𝗮𝗰𝗲 - 𝘁𝗵𝗲𝘆’𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗴𝘂𝗶𝗱𝗲𝘀 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘁𝗵𝗲𝗺 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗶𝘁, 𝗮𝗻𝗱 𝘁𝗼 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝘁𝗵𝗲𝗺𝘀𝗲𝗹𝘃𝗲𝘀, 𝗮𝗻𝗱 𝘁𝗵𝗲𝗶𝗿 𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀, 𝗳𝗼𝗿 𝘄𝗵𝗮𝘁 𝗰𝗼𝗺𝗲𝘀 𝗻𝗲𝘅𝘁. And that has a direct implication for how teams are built. If the role of finance is evolving from producing outputs to shaping decisions, then the people brought into those teams need to reflect that shift. Not just technically capable, but able to interpret, challenge, and guide. It’s a subtle change, but an important one. If you’re building out your finance capability and need a guide to bring in the right people, please message me. #PropertyFinance #HumanRecruitment #Thunderlabs

Most businesses focus on revenue… But profitability is what creates long-term success. So what actually improves profitability? It’s not just about selling more— It’s about improving efficiency, controlling costs and making smarter financial decisions. From pricing strategy and customer retention… To expense control, tax efficiency and operational performance— Every decision impacts your bottom line. And here’s the reality… Even high-revenue businesses can struggle if profitability is not managed properly. The key is understanding how revenue, efficiency and financial control work together— And building a strategy that supports sustainable growth. At Finnovis, we help businesses gain financial clarity, improve profitability and make smarter decisions with confidence. 👉 Visit www.finnovis.co.uk  to strengthen your financial strategy. #CashFlowManagement #Profitability #FinancialPlanning #BusinessGrowth #FinancialStrategy #BusinessFinance #FinanceInsights #SMEGrowth #Finnovis 🚀

Take Control of Your Financial Future, It Starts with Clarity! On National Investing Day, the message is simple: better decisions start with better visibility. Yet for many founders and finance teams, equity, the most critical financial asset, is still managed across spreadsheets, disconnected tools, and fragmented data. At altshare, we believe investing isn’t just about capital allocation, it’s about understanding ownership, dilution, and long-term value in real time. Because when your equity is clear, every decision becomes smarter, try it out yourslef>> https://lnkd.in/dBeWpdY4 #NationalInvestingDay #EquityUnderControl #StartupGrowth #Finance #altshare 

93% of clients want estate planning guidance from their advisor > Only 22% are getting it > and 40% say they'd switch advisors to get it. And that's what we call a process gap! Our recent panel with Wealth.com surfaced a growing divide between DIY software that generates documents and done-for-you systems that run the entire client experience (from intake through funded trust) while keeping the advisor at the center of every relationship. Carter said it best on stage: "Advisors don't need another tool. They need a solution." Grateful to PEAK for creating the space for this conversation, and the advisors in that room that are focused on building practices for the next generation, literally. If estate planning isn't part of how you're leading client relationships yet, the window is narrowing. Let's connect. #EstatePlanning #FinancialAdvisors #AdvisorGrowth #LegacyPlanning #GreatWealthTransfer #ePICEdge #DefineYourLegacy Read the PRESS RELEASE HERE: https://lnkd.in/e2NCXzuf

Real estate growth becomes more powerful when it moves from personal effort to structured systems. Many investors can manage one or two properties by doing everything themselves. But scaling requires something different: clear investment rules, repeatable deal analysis, financing discipline, operational processes, trusted team members, compliance awareness, and long-term planning. This U.S. Exclusive final part of the Real Estate Growth Course explains how to move from investor to operator, from operator to strategist, and from strategist to long-term wealth builder. The goal is not simply to buy more properties. The goal is to build a real estate system that can operate with discipline, reporting, delegation, and strategy. Read the full article: https://lnkd.in/gHCWcmQY #RealEstateInvesting #RealEstateGrowth #WealthBuilding #PropertyInvestment #ZeeGlobalVision

What if everything we've built to close the capital gap was solving the wrong problem? Over the last decade, across my time at JPMorgan Chase and Chicago Beyond, I helped deploy more than $200M into communities. I approached the capital gap as a funding problem. More capital. More access programs. More diverse fund managers using the same instruments and underwriting frameworks. I funded pilots that worked for a while, then ended when the grant ran out. The way deals were structured and evaluated didn’t really change. The systems that govern capital were designed for a narrow type of borrower, a specific project, and a specific market. Anything outside that template gets labeled “unbankable” or “not investment ready.” Those labels reflect the rigidity of the system, not the potential of people or communities. When a city's water system fails to reach certain neighborhoods, engineers do not ask residents to become more “water ready.” They redesign the pipes so water actually reaches people who need it. If entire categories of builders, businesses, and communities cannot access investment, the question is not how to prepare them to fit the system. The question is whether the system itself needs to be redesigned. That’s why we built Calpe to redesign how capital reaches businesses and communities locked out of traditional financial systems. The capital gap is not a funding problem. It is a design problem. We’re building momentum around this conviction, working with partners to design, test, and deploy new capital structures in cities. I’m excited to share our inaugural portfolio and body of work. Come build something different with us. www.calpelabs.com