Best Financial Advisor Software in 2026
Updated
31ranked
0free plans on this page
$3.50/molowest paid tier
9 Oct 2026last checked
Financial Advisor Software in tiers by the score this site gives them, S at the top. 0 of the 6 on this page have an Android app.
Compare all 6 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 26 | Kerdora | 6.0 | No | $3.50/mo | No | — | Yes | — |
| 27 | Moneytree | 6.0 | No | $99.58/mo | No | — | Yes | — |
| 28 | Verra for Advisors | 6.0 | No | $24.92/mo | No | — | Yes | — |
| 29 | Meridian Planning | 5.9 | No | $49/mo | No | — | — | Yes |
| 30 | Advyzon | 5.8 | No | — | — | — | — | — |
| 31 | RazorPlan | 5.3 | No | — | No | — | — | Yes |
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