Best Financial Advisor Software in 2026
Updated
In short: FinStak is ranked #1 of 31 as of 4 October 2026, ahead of MoneyGuide and Xplan. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial advisor software can support client planning as well as the operational work behind an advisory practice. Xplan and RightCapital lead the ranked entries, with eMoney Advisor also among those shown first. Compare financial planning and proposal generation with client portals and document vaults, then weigh compliance workflows and billing and invoicing against your practice’s needs. Free-plan availability and paid-from pricing provide cost details to consider alongside those functions. The ranking order gives you a structured way to compare how each entry addresses client-facing work and internal processes, and which combination of capabilities best matches the services and workflows you handle.
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 FinStak Top pick · 6.6 $60/mo
#2 MoneyGuide Runner-up · 6.6 $33.33/mo
#3 Xplan Also great · 6.6 
- Free trial AndroidiOSWeb
- Free plan
- Yes
- Paid from
- 60 /user/mo
- Financial planning
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$60/mofirst paid tier About FinStakVisit site - Free trial iOSmacOSWebWindows
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms$33.33/mofirst paid tier About MoneyGuideVisit site - AndroidapiiOSWeb
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Paid from
- 69 /user/mo
- Client portal
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$5.75/mofirst paid tier About AdvisorEngine CRMVisit site - Free trial Web
- Client portal
- Yes
- Financial planning
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSWeb
- Client portal
- Yes
- Financial planning
- Yes
- Proposal generation
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$1083.33/mofirst paid tier About Orion Portfolio AccountingVisit site - Free trial AndroidapiiOSWeb
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Client portal
- Yes
- Financial planning
- Yes
- Proposal generation
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms₹2083.33/mofirst paid tier About Investwell MintVisit site - AndroidapiiOSWeb
- Free plan
- No
- Paid from
- 135 /user/mo
- Client portal
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$135/mofirst paid tier About PractifiVisit site - Free trial AndroidiOSWeb
- Free plan
- No
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms$12.50/mofirst paid tier About RightCapitalVisit site - Free trial Web
- Free plan
- No
- Client portal
- Yes
- Financial planning
- Yes
- Proposal generation
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatformsA$29/mofirst paid tier About One AdviserVisit site - Free trial WebiOSAndroid
- Free plan
- No
- Paid from
- 39 /user/mo
RecognisedDocumentedFree planPlatforms$3.25/mofirst paid tier About Redtail CRMVisit site - Free trial WebiOSAndroid
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- Yes
- Client portal
- Yes
- Financial planning
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Client portal
- Yes
- Financial planning
- Yes
- Proposal generation
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - apiWeb
- Client portal
- Yes
- Financial planning
- Yes
- Proposal generation
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- WebiOS
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Web
- Client portal
- Yes
- Financial planning
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Client portal
- No
- Financial planning
- Yes
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Client portal
- Yes
- Financial planning
- No
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Client portal
- Yes
- Proposal generation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Client portal
- Yes
RecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial advisor software is ranked first on Everything Xiaomi?
FinStak is ranked #1 of 31 with a score of 6.6. MoneyGuide is second and Xplan third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.