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Finance & Accounting

Best Financial Advisor Software in 2026

Planning recommendations, preparing proposals and managing the operational work around clients can all factor into choosing financial advisor software. Compare financial planning, proposal generation, client portals and document vaults, as well as compliance workflows and billing and invoicing.

  1. 01 AdvisorEngine CRM

    It suits financial advisors and RIAs at growing or established wealth management firms that need client workflow and activity tracking.

    From $5.75/mo Web · Windows · iOS · Android
    8.9 Visit Specs
  2. 02 MoneyGuide

    MoneyGuide suits financial advisors who want to build plans with clients around goals, retirement, taxes, insurance, or other listed planning areas.

    From $10.42/mo Free trial Web · Windows · macOS · iOS
    8.9 Visit Specs
  3. 03 Conquest

    The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.

    Free plan Web · API
    8.7 Visit Specs
  4. 04 Dynamic Planner

    It suits UK advice firms and wealth managers seeking client profiling, cash-flow modelling, suitability work and ongoing reviews.

    From £0.67/mo Web · iOS · Android · API
    8.7 Visit Specs
  5. 05 Redtail CRM

    Redtail CRM may suit advisers or teams seeking a CRM with pipeline visibility, email sync, and marketing automation.

    From $3.25/mo Free trial Web · iOS · Android · API
    8.5 Visit Specs
  6. 06 Wealthbox
    From $59/mo Free trial Web · iOS · Android · API
    8.5 Visit Specs
  7. 07 Advisor360° CRM

    It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.

    Web · iOS · Android · API
    8.4 Visit Specs
  8. 08 eMoney Advisor

    It is built for financial advisors and is also described as serving banks, broker-dealers and registered investment advisors.

    Free trial Web · iOS · Android · API
    8.1 Visit Specs
  9. 09 FinStak

    FinStak is aimed at independent financial advisors, planners, advisory practices, RIAs, broker-dealers and wealth management firms.

    From $60/mo Free trial Web · iOS · Android
    8.1 Visit Specs
  10. 10 Income Lab
    From $80/mo Free trial Web
    8.0 Visit Specs
  11. 11 Advyzon

    Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.

    Web · iOS · Android
    7.8 Visit Specs
  12. 12 Meridian Planning
    From $49/mo Free trial
    7.8 Visit Specs
  13. 13 Investwell Mint
    From ₹2,083.33/mo Web · iOS · Android
    7.7 Visit Specs
  14. 14 Snap Projections
    From $15/mo Free trial Web · API
    7.7 Visit Specs
  15. 15 Fin365

    Fin365 suits financial services firms seeking client, business and workflow management across its listed industries.

    Free trial Web
    7.6 Visit Specs
  16. 16 Morningstar Office
    Web · iOS
    7.6 Visit Specs
  17. 17 RazorPlan
    From $62.08/mo Free trial Web
    7.6 Visit Specs
  18. 18 RightCapital

    RightCapital suits financial advisors who need retirement and tax planning tools alongside a portal for sharing plans and collaborating with clients.

    From $12.50/mo Free trial Web · iOS · Android
    7.6 Visit Specs
  19. 19 AdviceOS
    Web
    7.5 Visit Specs
  20. 20 Kerdora
    From $3.50/mo Web
    7.5 Visit Specs
  21. 21 Practifi
    From $135/mo Web · iOS · Android · API
    7.5 Visit Specs
  22. 22 Verra for Advisors
    From $24.92/mo Free trial Web
    7.5 Visit Specs
  23. 23 Xplan

    Xplan is aimed at financial advice and wealth firms of different sizes, including practices wanting standard tools and firms needing configured modules.

    Web · iOS · Android · API
    7.5 Visit Specs
  24. 24 One Adviser
    From A$29/mo Free trial Web
    7.4 Visit Specs
  25. 25 Voyant
    From $3/mo Free trial Web
    7.4 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

Free-plan availability and paid-from pricing provide cost details to weigh against the capabilities. MoneyGuide, FinStak and eMoney Advisor are among the options shown. Consider which features support your client-facing work and which address the administrative processes your practice needs.

Compare AdvisorEngine CRM and MoneyGuide Get a place on this list

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