Best AdvisorEngine CRM Alternatives in 2026
Updated
20 tools from financial advisor software ranked against AdvisorEngine CRM on the same published basis.
- 1AdvisorEngine CRM vs MoneyGuide
- 2AdvisorEngine CRM vs Conquest
- 3AdvisorEngine CRM vs FinStak
- 4AdvisorEngine CRM vs Advyzon
- 5AdvisorEngine CRM vs eMoney Advisor
- 6AdvisorEngine CRM vs Fin365
- 7AdvisorEngine CRM vs RightCapital
- 8AdvisorEngine CRM vs Worksorted
- 9AdvisorEngine CRM vs Xplan
- 10AdvisorEngine CRM vs Redtail CRM
- 11AdvisorEngine CRM vs Wealthbox
- 13AdvisorEngine CRM vs Dynamic Planner
- 14AdvisorEngine CRM vs One Adviser
- 15AdvisorEngine CRM vs Orion Portfolio Accounting
- 16AdvisorEngine CRM vs RazorPlan
- 17AdvisorEngine CRM vs Snap Projections
- 18AdvisorEngine CRM vs Voyant
- 19AdvisorEngine CRM vs Advisor360° CRM
- 20AdvisorEngine CRM vs Investwell Mint
- 21AdvisorEngine CRM vs Meridian Planning
AdvisorEngine CRM alternatives compared
| # | Tool | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | MoneyGuide | 7.4 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 2 | Conquest | 7.2 | API, Web | ||
| 3 | FinStak | 7.2 | $60/mo | Android, iOS, Web | |
| 4 | Advyzon | 7.0 | Android, iOS, Web | ||
| 5 | eMoney Advisor | 7.0 | Android, API, iOS, Web | ||
| 6 | Fin365 | 7.0 | Web | ||
| 7 | RightCapital | 7.0 | No | $12.50/mo | Android, iOS, Web |
| 8 | Worksorted | 7.0 | Android, API, iOS, Web | ||
| 9 | Xplan | 7.0 | Android, API, iOS, Web | ||
| 10 | Redtail CRM | 6.9 | No | $3.25/mo | Web, iOS, Android |
| 11 | Wealthbox | 6.9 | Web, iOS, Android | ||
| 13 | Dynamic Planner | 6.8 | No | £0.67/mo | Android, API, iOS, Web |
| 14 | One Adviser | 6.8 | No | A$29/mo | Web |
| 15 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 16 | RazorPlan | 6.8 | No | $62.08/mo | Web |
| 17 | Snap Projections | 6.8 | No | $15/mo | API, Web |
| 18 | Voyant | 6.8 | No | $3/mo | Web |
| 19 | Advisor360° CRM | 6.7 | Android, iOS, Web | ||
| 20 | Investwell Mint | 6.7 | No | ₹2083.33/mo | Android, iOS, Web |
| 21 | Meridian Planning | 6.7 | No | $49/mo |
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Questions about AdvisorEngine CRM alternatives
What is the best alternative to AdvisorEngine CRM?
MoneyGuide, number 1 in financial advisor software with a score of 7.4 out of 10. The others here: Conquest, FinStak, Advyzon and 16 more.
Is there a free alternative to AdvisorEngine CRM?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.