17.7
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Best Wealth Management in 2026
Wealth management software covers portfolio management, financial planning, client portals and portfolio reporting. Custodian integrations and mobile access can matter when you manage accounts away from a desk. Compare the free plan, starting paid price and trial terms. Check the listed platforms for your needs: web, iOS, Android, API, self-hosted or Windows. If Android access matters, confirm that the product has…
27.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
37.0
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb
- 4
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI6.7 - 5
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb6.6 - 6
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 7
Addepar
AndroidiOSWebAPI6.3 - 8
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 9
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.2 - 10
SEI Wealth Platform
WebAPI6.0 - 11
Temenos Wealth Front Office
Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers.
WebAPISelf-hosted5.9 - 125.6
- 13
5.5 - 14
Orion Advisor Technology
AndroidiOSWeb5.4 - 15
Wealth Dynamix
AndroidiOSWeb5.2 - 16
Praemium
Web4.7
Choosing well
Check where you can use it
The category includes web, iOS, Android, API, self-hosted and Windows options. Match the platform to your work setup before comparing features.
Orion Advisor Technology lists Android, iOS and web access. A web product may not provide a dedicated Android app, so verify the access method you need.
Compare plans and trial terms
Review whether a free plan exists, the paid starting point and how pricing is presented. Several products list pricing on request, while Orion Advisor Technology lists a starting price and RightCapital lists a monthly starting price.
A free trial is offered by products in this category. Check the trial length and what remains available after it ends; RightCapital lists a 14-day trial.
Match planning and portfolios
Look for the combination of portfolio management and financial planning that fits your work. FNZ Portfolio Manager lists multi-asset alternatives coverage.
If clients need direct interaction, compare whether a client portal is included and how it connects with portfolio work.
Review reports and connections
Portfolio reporting and custodian integrations are separate comparison points. Confirm the custodians and report formats you need before choosing a platform.
An API or self-hosted option may suit a connected or controlled setup, while web or mobile access can support work away from a desktop.
Questions people ask
Is there an Android app?
Android support varies. Orion Advisor Technology lists Android, iOS and web; verify Android availability for the product you are considering.
Can I try a wealth management product for free?
A free trial is offered by products in this category. RightCapital lists a 14-day trial; terms differ by product.
Do these tools have free plans?
Free-plan availability varies. eMoney Advisor and MoneyGuide list no free plan, while other products may publish different terms.
How is pricing shown?
Pricing may be on request or published as a starting amount. Orion Advisor Technology lists from $13,000/yr, and RightCapital lists from $149.95/mo.