Becky Swansburg · 16 Oct 2026 · 5 minutes

Stonewood vs Other Advisor Platforms: What’s Different?

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How many subscriptions does it take to grow your practice?

For many advisors, it’s a planning tool, a tax tool, a marketing service, a lead source and a training program, each with its own login and its own bill. Each one may do its job well. Fitting them together is left to you.

Stonewood takes a different approach. Software, lead generation, marketing, books, training and coaching sit inside one membership, built around one message: helping clients understand the taxes they could face in retirement.

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Stonewood vs other advisor platforms at a glance

Comparison point	Stonewood Financial	Other advisor platforms
Growth platform	Software, lead generation, marketing resources, books, training and coaching work together in one membership [1]	Many platforms specialize in planning software, tax analysis or marketing, so broader support may mean several vendors
Client-facing software	Premium+ includes Roth Done Right, Legacy Done Right, Annuity Alpha and Total Tax Burden for tax, Roth, annuity, income and legacy conversations [1]	Many tools center on one main category, such as tax return analysis or full financial planning
Client-meeting clarity	Visual reports designed to simplify complex strategies and support informed decisions in the meeting	Outputs may focus on detailed planning analysis, with varying levels of simplicity for clients
Lead generation	The Retirement Tax Bill lead generator and campaign resources help turn consumer interest into advisor conversations [2]	Lead generation may be unavailable or sold as a separate prospecting or marketing product
Ready-to-use marketing	Seminar presentations, marketing toolkits, emails and client materials connect to the same tax story [3]	Content, automation and campaigns are often separate subscriptions or services
Advisor books	Four client-facing titles in individual, bulk, digital and custom-branded formats [4]	A book-based prospecting program is generally outside the core software subscription
Training and coaching	On-demand training libraries and one-to-one coaching are included with membership [1]	Core support often focuses on how to use the product; coaching or advanced training may cost extra
Annual event	Each membership includes one complimentary Innovate Summit ticket a year [1]	Conferences and advanced events may require separate registration
Usage limits	Unlimited reports with membership [1]	Allowances may depend on households, users or the plan tier. For example, Holistiplan prices by number of households [5]
Office access	Team licenses are included with membership [1]	Pricing may be per user. Wealthbox, Redtail and Salesforce Financial Services Cloud all list per-user prices [6][7][8]
Published pricing	Premium+ is $329 a month (plus a one-time $329 setup fee) or $3,200 a year. IUL and Annuity memberships are $229 a month or $2,200 a year [1]	Examples of published list prices: RightCapital from $149.95 per advisor a month, Income Lab from $199 a month, Salesforce Financial Services Cloud up to $700 per user a month [9][10][8]

Prices are published list prices checked in October 2026 and can change. Confirm current pricing with each provider.

Where Stonewood is different

One message, start to finish

Many platforms give you tools. Stonewood gives you tools that tell the same story.

A prospect might first see a retirement tax estimate through the Retirement Tax Bill funnel. They might attend a seminar on rising tax risk, read a book on the same topic, and then sit down for a Roth Done Right or Total Tax Burden report built on the same ideas. Each step reinforces the last, so the client hears one clear message instead of several disconnected ones.

Software built for the client conversation

Stonewood’s reports are analysis tools, not planning software. They’re designed to help a client see the potential tax impact of a decision, such as a Roth conversion, keeping or reallocating IRA money, or how to pass on a legacy, in a way they can follow in the meeting.

Total Tax Burden, for example, gives a quick snapshot of a client’s potential lifetime taxes without needing a tax return. Roth Done Right compares lifetime, after-tax outcomes and tracks IRMAA across retirement.

Growth support in the same membership

Premium+ bundles the four software tools with Retirement Tax Bill lead generation, the marketing toolkits and the training libraries [1]. Each membership also includes team licenses, one-to-one coaching, unlimited reports and an Innovate Summit ticket each year [1].

And one more point worth knowing: Stonewood isn’t an IMO. The tools work with any carrier through any IMO, so you keep your existing relationships.

What the annual plans work out to

If you prefer to budget monthly, here’s the math on the annual plans [1]:

Premium+ annual: $3,200 a year works out to about $267 a month. That’s about $748 less than 12 monthly payments of $329, before counting the one-time $329 setup fee on monthly billing.
IUL or Annuity annual: $2,200 a year works out to about $183 a month.

Books are priced separately. Bulk copies start at $14.99 each for non-members, with member discounts, and a custom-branded book package is $1,299 including the first 50 copies [4].

When another platform may fit better

Stonewood isn’t trying to be everything.

If you need full cash-flow financial planning, portfolio accounting and rebalancing, or a CRM to run your office, a dedicated tool in that category is the right choice. You can pair Stonewood with a planning tool such as eMoney, MoneyGuide or RightCapital, a tax return tool such as Holistiplan, and your CRM. Stonewood fills the gap around client-facing tax conversations, lead generation and marketing.

For a full category-by-category comparison, see our guide to financial advisor software.

Free Advisor Training

Turn Roth Conversations Into Revenue

Watch this complimentary training to learn how leading advisors use retirement tax concerns to create urgency, open Roth conversion conversations, and uncover valuable new planning opportunities.

Advisor meeting with a client during the Roth training

Video
Training

Create urgency around tax planning

Open more Roth conversion conversations

Uncover new planning opportunities

FAQs

Is Stonewood a financial planning software?
No. Stonewood’s reports are client-facing analysis tools that model and illustrate tax, Roth, annuity and legacy outcomes. Many advisors use them alongside a full planning tool.
How much does Stonewood cost?
Premium+ is $329 a month (plus a one-time $329 setup fee) or $3,200 a year. IUL and Annuity memberships are $229 a month or $2,200 a year [1].
Does Stonewood include lead generation?
Yes. Premium+ includes the Retirement Tax Bill lead generator, along with marketing toolkits and training libraries [1].
Is Stonewood an IMO?
No. Stonewood’s tools can be used with any carrier through any IMO.

See it with your own clients

The best way to compare platforms is to see what your clients would see.

Request a free sample client report, compare membership options or schedule a demo to walk through the tools with your own client scenarios.

Free Study Group Replay

How Stonewood Advisors Stay Ahead of the Next Planning Conversation.

Watch a recent Stonewood Study Group focused on the legacy planning conversation. You’ll see how Stonewood helps advisors break down timely planning topics, client conversation angles, and practical strategies you can put to use immediately.

Advisors in a Stonewood Study Group session

Study Group
Replay

Timely planning topics

Real client conversation angles

Practical strategies you can use

An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions. The client was converting assets up their existing tax bracket – and hadn't considered any impact to IRMAA.

With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to 6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify on his own.

Outcome

A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.

An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a 5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income conversation.

Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect moved forward.

Outcome

$1.5M placed and a $100K in new business revenue.

An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan, leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no real additional plan for this money, other than to keep it in their managed account and grow that money as much as possible for the kids.

Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA. According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets with some Life Insurance to help maximize the client’s legacy.

Outcome

$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.

An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new prospects. They ran the tax snapshot for every new client as part of their first meeting conversation, quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible when working with their firm.

Starting in January of 2023, this simple analysis was presented to every single prospect who walked in the door. The goal was to differentiate their practice and drive overall revenue growth through various Roth conversion strategies.

Outcome

From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M. And annual life premium rose from $50K to $1M.

Stonewood vs Other Advisor Platforms: What’s Different?