Best AdvisorEngine CRM Alternatives in 2026
Updated
20 apps from financial advisor software ranked against AdvisorEngine CRM on the same published basis.
- 1AdvisorEngine CRM vs Conquest
- 2AdvisorEngine CRM vs Advyzon
- 3AdvisorEngine CRM vs FinStak
- 4AdvisorEngine CRM vs MoneyGuide
- 5AdvisorEngine CRM vs Xplan
- 6AdvisorEngine CRM vs Advisor360° CRM
- 8AdvisorEngine CRM vs Fin365
- 9AdvisorEngine CRM vs Orion Portfolio Accounting
- 10AdvisorEngine CRM vs Plutosoft
- 11AdvisorEngine CRM vs Dynamic Planner
- 12AdvisorEngine CRM vs eMoney Advisor
- 13AdvisorEngine CRM vs Fiducio
- 14AdvisorEngine CRM vs Investwell Mint
- 15AdvisorEngine CRM vs Practifi
- 16AdvisorEngine CRM vs RightCapital
- 17AdvisorEngine CRM vs Worksorted
- 18AdvisorEngine CRM vs Morningstar Office
- 19AdvisorEngine CRM vs One Adviser
- 20AdvisorEngine CRM vs Redtail CRM
- 21AdvisorEngine CRM vs Wealthbox
AdvisorEngine CRM alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 6.8 | API, Web | ||
| 2 | Advyzon | 6.7 | Android, iOS, Web | ||
| 3 | FinStak | 6.6 | $60/mo | Android, iOS, Web | |
| 4 | MoneyGuide | 6.6 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 5 | Xplan | 6.6 | Android, API, iOS, Web | ||
| 6 | Advisor360° CRM | 6.4 | Android, iOS, Web | ||
| 8 | Fin365 | 6.4 | Web | ||
| 9 | Orion Portfolio Accounting | 6.4 | No | $1083.33/mo | Android, API, iOS, Web |
| 10 | Plutosoft | 6.4 | Web | ||
| 11 | Dynamic Planner | 6.3 | No | £0.67/mo | Android, API, iOS, Web |
| 12 | eMoney Advisor | 6.3 | Android, API, iOS, Web | ||
| 13 | Fiducio | 6.3 | Web | ||
| 14 | Investwell Mint | 6.3 | No | ₹2083.33/mo | Android, iOS, Web |
| 15 | Practifi | 6.3 | No | $135/mo | Android, API, iOS, Web |
| 16 | RightCapital | 6.3 | No | $12.50/mo | Android, iOS, Web |
| 17 | Worksorted | 6.3 | Android, API, iOS, Web | ||
| 18 | Morningstar Office | 6.2 | iOS, Web | ||
| 19 | One Adviser | 6.2 | No | A$29/mo | Web |
| 20 | Redtail CRM | 6.2 | No | $3.25/mo | Web, iOS, Android |
| 21 | Wealthbox | 6.2 | Web, iOS, Android |
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Questions about AdvisorEngine CRM alternatives
What is the best alternative to AdvisorEngine CRM?
Conquest, number 1 in financial advisor software with a score of 6.8 out of 10. The others here: Advyzon, FinStak, MoneyGuide 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: documentation depth, a free tier and the platforms it runs on.