17.6
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Alternatives to Voyant
27.3
Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers, covering client profiling, cash-flow modelling,…
AndroidiOSWeb
36.9
Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), which evaluates and ranks strategies, models life events,…
Free planWebAPI
- 4
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms.
AndroidiOSWebAPI6.9From $1,083.33 a month - 5
RightCapital
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb6.9From $12.50 a month - 66.8From $60 a month
- 7
Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android.
AndroidiOSWeb6.8From $3.25 a month - 8
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb6.6 - 9
Practifi
Practifi provides CRM products built for registered investment advisers and wealth management firms.
AndroidiOSWebAPI6.6From $135 a month - 10
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI6.6 - 11
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based CRM designed for wealth management firms, including financial advisors and RIAs.
AndroidiOSWeb6.5From $5.75 a month - 12
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.4 - 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 ₹2,083.33 a month - 146.4From $49 a month
- 15
6.3From $80 a month - 16
RazorPlan
RazorPlan is web-based financial planning software for insurance advisors, investment advisors, and financial planners.
Web6.3From $62.08 a month - 17
Snap Projections
Snap Projections is web-based financial planning software for Canadian financial advisors and planners.
WebAPI6.3From $15 a month - 186.3
- 196.2From $24.92 a month
- 20
Worksorted
Worksorted combines client management, workflow, compliance, revenue, and practice operations for Australian financial advice businesses, including…
AndroidiOSWebAPI6.2 - 21
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWeb6.1 - 22
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 - 236.0
- 24
Kerdora
Web6.0From $3.50 a month - 25
Morningstar Office
Morningstar Office is a platform for financial advisors that combines client communication, portfolio accounting and reporting, analysis, research,…
iOSWeb6.0 - 26
Moneytree
Web5.9From $99.58 a month - 27
Plutosoft
Plutosoft is web-based advice technology for financial planning practices, supporting work from gathering client details through delivering advice.
Web5.7 - 28
Fiducio
Fiducio is a web-based operating system for wealth advisory firms, built for RIAs and advisory teams.
Web5.6 - 29
AdviceOS
AdviceOS is cloud-based financial planning software for managing clients, researching products, modelling advice, generating advice documents, and supporting compliance.
Web5.3 - 30
intelliflo office
intelliflo office is software for financial advisers, supporting work across the advice journey from onboarding and fact-finding to implementation and review.
WebAPI5.3