17.7
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Best Financial Advisor Software in 2026
A financial advisory practice may need tools for client planning as well as the workflows behind delivering that service. Compare financial planning with proposal generation, client portals, and document vaults; then consider compliance workflows and billing and invoicing. Free-plan availability and paid-from pricing offer additional context. FinStak, MoneyGuide, and Xplan are among the named options, alongside…
27.7
Redtail CRM is a customer relationship management product available on the web, iOS, and Android.
AndroidiOSWeb
37.7
Wealthbox is paid software available through the web, iOS, and Android.
AndroidiOSWeb
- 4
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based CRM designed for wealth management firms, including financial advisors and RIAs.
AndroidiOSWebAPI7.3From $69 a month - 5
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 - 7
Conquest
Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), which evaluates and ranks strategies, models life events,…
Free planWebAPI6.9Free plan - 86.8From $60 a month
- 9
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI6.7 - 10
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb6.6 - 11
Practifi
Practifi provides CRM products built for registered investment advisers and wealth management firms.
AndroidiOSWebAPI6.6From $135 a month - 12
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI6.6 - 13
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 14
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 - 156.4From $49 a month
- 16
Voyant
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.
Web6.4From $3 a month - 17
6.3From $80 a month - 18
RazorPlan
RazorPlan is web-based financial planning software for insurance advisors, investment advisors, and financial planners.
Web6.3From $745 a year - 19
Snap Projections
Snap Projections is web-based financial planning software for Canadian financial advisors and planners.
WebAPI6.3From $69 a month - 206.2From $299 a year
- 21
Worksorted
Worksorted combines client management, workflow, compliance, revenue, and practice operations for Australian financial advice businesses, including…
AndroidiOSWebAPI6.2 - 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