17.7
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Alternatives to Conquest
Conquest’s Strategic Advice Manager evaluates and ranks financial strategies, models life events, and responds to client questions. Its calculation engine and proprietary AI system produce repeatable, auditable results, while one engine supports self-directed, hybrid, and advisor-led planning across retirement, investment, insurance, tax, succession, estate, corporate, and family trust needs. An open two-way API can connect it with existing systems, and Conquest also offers…
27.7
Redtail CRM is a customer relationship management product available on the web, iOS, and Android.
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37.7
Wealthbox is paid software available through the web, iOS, and Android.
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AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based CRM designed for wealth management firms, including financial advisors and RIAs.
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Dynamic Planner
Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers, covering client profiling, cash-flow modelling,…
AndroidiOSWebAPI7.3From £8 a year - 6
RightCapital
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb7.0 - 76.8From $60 a month
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Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI6.7 - 9
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
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Practifi
Practifi provides CRM products built for registered investment advisers and wealth management firms.
AndroidiOSWebAPI6.6From $135 a month - 11
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI6.6 - 12
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 13
Investwell Mint
Investwell Mint is wealth management software for portfolios, transactions, and business analytics, aimed at mutual fund distributors, IFAs, and national distributors.
AndroidiOSWeb6.4From ₹25,000 a year - 146.4From $49 a month
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Voyant
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.
Web6.4From $3 a month - 16
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RazorPlan
RazorPlan is web-based financial planning software for insurance advisors, investment advisors, and financial planners.
Web6.3From $745 a year - 18
Snap Projections
Snap Projections is web-based financial planning software for Canadian financial advisors and planners.
WebAPI6.3From $69 a month - 196.2From $299 a year
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Worksorted
Worksorted combines client management, workflow, compliance, revenue, and practice operations for Australian financial advice businesses, including…
AndroidiOSWebAPI6.2 - 21
One Adviser
One Adviser is web-based practice management software for Australian financial advisers, financial planning firms and AFSL licensees.
Web6.1From A$29 a month - 226.0
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Kerdora
Web6.0From $3.50 a month - 24
Morningstar Office
Morningstar Office is a platform for financial advisors that combines client communication, portfolio accounting and reporting, analysis, research,…
iOSWeb6.0 - 25
Moneytree
Web5.9From $1,195 a year - 26
Plutosoft
Plutosoft is web-based advice technology for financial planning practices, supporting work from gathering client details through delivering advice.
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Fiducio
Fiducio is a web-based operating system for wealth advisory firms, built for RIAs and advisory teams.
Web5.6 - 28
Orion Advisor Technology
AndroidiOSWeb5.4 - 29
AdviceOS
AdviceOS is cloud-based financial planning software for managing clients, researching products, modelling advice, generating advice documents, and supporting compliance.
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intelliflo office
intelliflo office is software for financial advisers, supporting work across the advice journey from onboarding and fact-finding to implementation and review.
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