Financial Advisor Software
Alternatives to Conquest
The tools Specifiction weighs against Conquest, from its list of financial advisor software, each with its plans, platforms and spec score.
- 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 · Android8.9 Visit Specs - 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 · iOS8.9 Visit Specs - 03
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 · API8.7 Visit Specs - 04 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 · API8.5 Visit Specs - 05 Wealthbox From $59/mo Free trial Web · iOS · Android · API8.5 Visit Specs
- 06
Advisor360° CRM It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.
Web · iOS · Android · API8.4 Visit Specs - 07
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 · API8.1 Visit Specs - 08 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 · Android8.1 Visit Specs - 09
Income Lab From $80/mo Free trial Web8.0 Visit Specs - 10 Advyzon
Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.
Web · iOS · Android7.8 Visit Specs - 11 Meridian Planning From $49/mo Free trial7.8 Visit Specs
- 12 Investwell Mint From ₹2,083.33/mo Web · iOS · Android7.7 Visit Specs
- 13 Snap Projections From $15/mo Free trial Web · API7.7 Visit Specs
- 14 Fin365
Fin365 suits financial services firms seeking client, business and workflow management across its listed industries.
Free trial Web7.6 Visit Specs - 15
Morningstar Office Web · iOS7.6 Visit Specs - 16 RazorPlan From $62.08/mo Free trial Web7.6 Visit Specs
- 17
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 · Android7.6 Visit Specs - 18
AdviceOS Web7.5 Visit Specs - 19
Kerdora From $3.50/mo Web7.5 Visit Specs - 20
Practifi From $135/mo Web · iOS · Android · API7.5 Visit Specs - 21 Verra for Advisors From $24.92/mo Free trial Web7.5 Visit Specs
- 22
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 · API7.5 Visit Specs - 23 One Adviser From A$29/mo Free trial Web7.4 Visit Specs
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Voyant From $3/mo Free trial Web7.4 Visit Specs - 25 Worksorted
Worksorted suits Australian financial advice businesses, including licensees and licensed or self-licensed practices.
Free trial Web · iOS · Android · API7.3 Visit Specs - 26 intelliflo office Web · API7.2 Visit Specs
- 27
Moneytree From $99.58/mo Web7.2 Visit Specs - 28 Fiducio Web6.9 Visit Specs
- 29 Plutosoft Web6.7 Visit Specs
- 30 Orion Advisor Technology Web · iOS · Android5.7 Visit Specs