Best RazorPlan Alternatives in 2026
Updated
20 tools from financial advisor software ranked against RazorPlan on the same published basis.
- 1RazorPlan vs MoneyGuide
- 2RazorPlan vs Conquest
- 3RazorPlan vs FinStak
- 4RazorPlan vs eMoney Advisor
- 5RazorPlan vs Fin365
- 6RazorPlan vs RightCapital
- 7RazorPlan vs Xplan
- 8RazorPlan vs Redtail CRM
- 9RazorPlan vs Wealthbox
- 10RazorPlan vs AdvisorEngine CRM
- 11RazorPlan vs One Adviser
- 12RazorPlan vs Orion Portfolio Accounting
- 13RazorPlan vs Investwell Mint
- 14RazorPlan vs Practifi
- 15RazorPlan vs Fiducio
- 16RazorPlan vs AdviceOS
- 17RazorPlan vs intelliflo office
- 18RazorPlan vs Morningstar Office
- 19RazorPlan vs Advyzon
- 20RazorPlan vs Plutosoft
RazorPlan 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 | Xplan | 7.0 | No | — | Android, API, iOS, Web |
| 8 | Redtail CRM | 6.9 | No | $3.25/mo | Web, iOS, Android |
| 9 | Wealthbox | 6.9 | No | — | Web, iOS, Android |
| 10 | AdvisorEngine CRM | 6.8 | No | $5.75/mo | Android, iOS, Web |
| 11 | One Adviser | 6.8 | No | A$29/mo | Web |
| 12 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 13 | Investwell Mint | 6.7 | No | ₹2083.33/mo | Android, iOS, Web |
| 14 | Practifi | 6.5 | No | $135/mo | Android, API, iOS, Web |
| 15 | Fiducio | 6.4 | No | — | Web |
| 16 | AdviceOS | 6.3 | No | — | Web |
| 17 | intelliflo office | 6.2 | No | — | API, Web |
| 18 | Morningstar Office | 6.1 | No | — | Web, iOS |
| 19 | Advyzon | 5.9 | No | — | Web |
| 20 | Plutosoft | 5.9 | No | — | Web |
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Questions about RazorPlan alternatives
What is the best alternative to RazorPlan?
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 RazorPlan?
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.