Alternatives · facts captured 2026-08-26
Stay on Range when their win still matches the job. Look at ficary when you want practice management and books on one platform. Nominative comparison — not a partnership and not a client story.
Choose Range when you want a CFP membership and a service team to advise on wealth, tax, and estate.
A dedicated advisory team across investments, tax, equity, and estate, on a membership. If the buy is a human desk this year, they already sell that.
Choose ficary when each entity needs its own ledger, inspect as-of across them, and leftover alerts on those books — with a dedicated database we are building.
The books of each entity. A membership dashboard is not as-of leftovers on a dedicated tenant. Alerts here are uncoded cash and holdings that do not foot — not a trade ticket.
Isolation and private inference: Protected SKU. Category page without vendor keywords as the only strategy: practice management software. All comparisons.
Practice + books
Early access is a conversation on a live leftover. Invited testers still sign in. The public site does not open unattended firm signup.