Best Meridian Planning Alternatives in 2026
Updated
20 tools from financial advisor software ranked against Meridian Planning on the same published basis.
- 1Meridian Planning vs MoneyGuide
- 2Meridian Planning vs Conquest
- 3Meridian Planning vs FinStak
- 4Meridian Planning vs eMoney Advisor
- 5Meridian Planning vs Fin365
- 6Meridian Planning vs RightCapital
- 7Meridian Planning vs Worksorted
- 8Meridian Planning vs Xplan
- 9Meridian Planning vs Redtail CRM
- 10Meridian Planning vs Wealthbox
- 11Meridian Planning vs AdvisorEngine CRM
- 12Meridian Planning vs One Adviser
- 13Meridian Planning vs Orion Portfolio Accounting
- 14Meridian Planning vs Snap Projections
- 15Meridian Planning vs Investwell Mint
- 16Meridian Planning vs Plutosoft
- 17Meridian Planning vs Verra for Advisors
- 18Meridian Planning vs Fiducio
- 19Meridian Planning vs Income Lab
- 21Meridian Planning vs Practifi
Meridian Planning 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 | No | — | API, Web |
| 3 | FinStak | 7.2 | No | $60/mo | Android, iOS, Web |
| 4 | eMoney Advisor | 7.0 | No | — | Android, API, iOS, Web |
| 5 | Fin365 | 7.0 | No | — | Web |
| 6 | RightCapital | 7.0 | No | $12.50/mo | Android, iOS, Web |
| 7 | Worksorted | 7.0 | No | — | Android, API, iOS, Web |
| 8 | Xplan | 7.0 | No | — | Android, API, iOS, Web |
| 9 | Redtail CRM | 6.9 | No | $3.25/mo | Web, iOS, Android |
| 10 | Wealthbox | 6.9 | No | — | Web, iOS, Android |
| 11 | AdvisorEngine CRM | 6.8 | No | $5.75/mo | Android, iOS, Web |
| 12 | One Adviser | 6.8 | No | A$29/mo | Web |
| 13 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 14 | Snap Projections | 6.8 | No | $15/mo | API, Web |
| 15 | Investwell Mint | 6.7 | No | ₹2083.33/mo | Android, iOS, Web |
| 16 | Plutosoft | 6.7 | No | — | Web |
| 17 | Verra for Advisors | 6.7 | No | $24.92/mo | Web |
| 18 | Fiducio | 6.6 | No | — | Web |
| 19 | Income Lab | 6.6 | No | $80/mo | Web |
| 21 | Practifi | 6.5 | No | $135/mo | Android, API, iOS, Web |
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Questions about Meridian Planning alternatives
What is the best alternative to Meridian Planning?
MoneyGuide, number 1 in financial advisor software with a score of 7.4 out of 10. The others here: Conquest, FinStak, eMoney Advisor and 16 more.
Is there a free alternative to Meridian Planning?
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.