Best Financial Advisor Software in 2026 · page 2

Moneytree

Plutosoft

Plutosoft is web-based advice technology for financial planning practices, supporting work from gathering client details through delivering advice.

Fiducio

Fiducio is a web-based operating system for wealth advisory firms, built for RIAs and advisory teams.

Orion Advisor Technology

AdviceOS

AdviceOS is cloud-based financial planning software for managing clients, researching products, modelling advice, generating advice documents, and supporting compliance.

intelliflo office

intelliflo office is software for financial advisers, supporting work across the advice journey from onboarding and fact-finding to implementation and review.