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Wealth Utilities

Special Needs Map

Special Needs Planning, Mapped for Success.

"Special Needs Map is a specialized planning platform designed to help financial advisors create comprehensive financial plans for families with special needs. It provides tools and resources to navigate complex topics like government benefits, special needs trusts, and ABLE accounts, enabling advisors to deliver tailored advice and support to this underserved market."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #431 in Wealth Utilities
Validated Adoption
3 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Special needs trust planning tools
Government benefits eligibility analysis
ABLE account planning
Disability insurance needs assessment
Special needs resource directory

Primary Use Cases

Creating comprehensive financial plans for families with special needs individuals
Calculating the impact of government benefits on financial planning
Developing strategies for funding special needs trusts

Agentic Intelligence Briefing

"Special Needs Map empowers RIAs to build robust financial plans for families with special needs dependents, incorporating specialized tools and resources for comprehensive support."

Real-time Forensic Synthesis

Competitive Strengths

Specialized planning focus
Addresses a significant client need
Comprehensive tools for special needs planning

Adoption Hazards

Pricing information not readily available
Requires specialized knowledge to use effectively

Stack Compatibility Profile

How Special Needs Map integrates into institutional RIA stacks.

3 Firms Analyzed
Elements Financial Planning
100%
Stack Correlation
Bloomberg Tax (BNA)
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Morningstar Office
100%
Stack Correlation
Zoom
67%
Stack Correlation
Bill.com
67%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to specialize in special needs financial planning.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2RightCapital

Value Proposition

"Special Needs Map equips RIAs to confidently serve families with special needs, offering specialized planning tools and insights to address this crucial and underserved market."

Vendor Dossier

Special Needs Map logoS
Special Needs Map
specialneedsmap.com
Corporate Portal

Audit Your RIA Stack

See how Special Needs Map fits into your overall tech efficiency score.

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