Best Fin365 Alternatives in 2026
Updated
20 apps from financial advisor software ranked against Fin365 on the same published basis.
- 1Fin365 vs Conquest
- 2Fin365 vs FinStak
- 3Fin365 vs Xplan
- 4Fin365 vs AdvisorEngine CRM
- 6Fin365 vs Fiducio
- 7Fin365 vs MoneyGuide
- 8Fin365 vs Advyzon
- 9Fin365 vs Orion Portfolio Accounting
- 10Fin365 vs Plutosoft
- 11Fin365 vs Advisor360° CRM
- 12Fin365 vs eMoney Advisor
- 13Fin365 vs Investwell Mint
- 14Fin365 vs Practifi
- 15Fin365 vs Redtail CRM
- 16Fin365 vs RightCapital
- 17Fin365 vs Wealthbox
- 18Fin365 vs AdviceOS
- 19Fin365 vs intelliflo office
- 20Fin365 vs One Adviser
- 21Fin365 vs Snap Projections
Fin365 alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 6.4 | No | — | API, Web |
| 2 | FinStak | 5.6 | No | $60/mo | Android, iOS, Web |
| 3 | Xplan | 5.6 | No | — | Android, API, iOS, Web |
| 4 | AdvisorEngine CRM | 5.5 | No | $5.75/mo | Android, iOS, Web |
| 6 | Fiducio | 5.4 | No | — | Web |
| 7 | MoneyGuide | 5.3 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 8 | Advyzon | 5.2 | No | — | Web |
| 9 | Orion Portfolio Accounting | 5.2 | No | $1083.33/mo | Android, API, iOS, Web |
| 10 | Plutosoft | 5.2 | No | — | Web |
| 11 | Advisor360° CRM | 5.1 | No | — | Web |
| 12 | eMoney Advisor | 5.1 | No | — | Android, API, iOS, Web |
| 13 | Investwell Mint | 5.1 | No | ₹2083.33/mo | Android, iOS, Web |
| 14 | Practifi | 5.1 | No | $135/mo | Android, API, iOS, Web |
| 15 | Redtail CRM | 5.1 | No | $3.25/mo | Web, iOS, Android |
| 16 | RightCapital | 5.1 | No | $12.50/mo | Android, iOS, Web |
| 17 | Wealthbox | 5.1 | No | — | Web, iOS, Android |
| 18 | AdviceOS | 5.0 | No | — | Web |
| 19 | intelliflo office | 5.0 | No | — | API, Web |
| 20 | One Adviser | 5.0 | No | A$29/mo | Web |
| 21 | Snap Projections | 5.0 | No | $15/mo | API, Web |
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Questions about Fin365 alternatives
What is the best alternative to Fin365?
Conquest, number 1 in financial advisor software with a score of 6.4 out of 10. The others here: FinStak, Xplan, AdvisorEngine CRM and 16 more.
Is there a free alternative to Fin365?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.