Best Financial Advisor Software in 2026
Updated
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
31ranked
0free plans on this page
£0.67/molowest paid tier
8 Oct 2026last checked
Input list Financial Advisor Software 6 channels on this page · 8 of 48 spec lines stated by the makers
Ch Tool Free planPaid fromClient portalFinancial planningProposal generationCompliance workflowsDocument vaultBilling and invoicing Spec sheet Score
26 Morningstar Office Free planNoPaid fromnot statedClient portalnot statedFinancial planningnot statedProposal generationnot statedCompliance workflowsnot statedDocument vaultnot statedBilling and invoicingnot stated 1/8spec lines stated 6.1
27 Advyzon Free plannot statedPaid fromnot statedClient portalnot statedFinancial planningnot statedProposal generationnot statedCompliance workflowsnot statedDocument vaultnot statedBilling and invoicingnot stated 0/8spec lines stated 5.9
28 Dynamic Planner Free planNoPaid fromnot statedClient portalYesFinancial planningnot statedProposal generationnot statedCompliance workflowsnot statedDocument vaultnot statedBilling and invoicingnot stated 2/8spec lines stated 5.5
29 RazorPlan Free planNoPaid fromnot statedClient portalnot statedFinancial planningYesProposal generationnot statedCompliance workflowsnot statedDocument vaultnot statedBilling and invoicingnot stated 2/8spec lines stated 5.5
30 Advisor360° CRM Free plannot statedPaid fromnot statedClient portalnot statedFinancial planningnot statedProposal generationnot statedCompliance workflowsYesDocument vaultnot statedBilling and invoicingnot stated 1/8spec lines stated 5.4
31 Voyant Free planNoPaid fromnot statedClient portalYesFinancial planningnot statedProposal generationnot statedCompliance workflowsnot statedDocument vaultnot statedBilling and invoicingnot stated 2/8spec lines stated 5.2
Compare all 6 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 26 | Morningstar Office | 6.1 | No | — | No | — | — | — |
| 27 | Advyzon | 5.9 | No | — | — | — | — | — |
| 28 | Dynamic Planner | 5.5 | No | £0.67/mo | No | — | Yes | — |
| 29 | RazorPlan | 5.5 | No | — | No | — | — | Yes |
| 30 | Advisor360° CRM | 5.4 | No | — | — | — | — | — |
| 31 | Voyant | 5.2 | No | $3/mo | No | — | Yes | — |
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