Best Meridian Planning Alternatives in 2026
Updated
20 apps from financial advisor software ranked against Meridian Planning on the same published basis.
- 1Meridian Planning vs Conquest
- 2Meridian Planning vs FinStak
- 3Meridian Planning vs Xplan
- 4Meridian Planning vs AdvisorEngine CRM
- 5Meridian Planning vs Fin365
- 6Meridian Planning vs Plutosoft
- 7Meridian Planning vs Fiducio
- 8Meridian Planning vs MoneyGuide
- 9Meridian Planning vs Advyzon
- 10Meridian Planning vs Orion Portfolio Accounting
- 11Meridian Planning vs Advisor360° CRM
- 12Meridian Planning vs eMoney Advisor
- 13Meridian Planning vs Investwell Mint
- 14Meridian Planning vs Practifi
- 15Meridian Planning vs Redtail CRM
- 16Meridian Planning vs RightCapital
- 17Meridian Planning vs Wealthbox
- 18Meridian Planning vs Worksorted
- 19Meridian Planning vs AdviceOS
- 20Meridian Planning vs Income Lab
Meridian Planning 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 |
| 5 | Fin365 | 5.5 | No | — | Web |
| 6 | Plutosoft | 5.5 | No | — | Web |
| 7 | Fiducio | 5.4 | No | — | Web |
| 8 | MoneyGuide | 5.3 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 9 | Advyzon | 5.2 | No | — | Web |
| 10 | Orion Portfolio Accounting | 5.2 | No | $1083.33/mo | Android, API, iOS, 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 | Worksorted | 5.1 | No | — | Android, API, iOS, Web |
| 19 | AdviceOS | 5.0 | No | — | Web |
| 20 | Income Lab | 5.0 | No | $80/mo | Web |
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Questions about Meridian Planning alternatives
What is the best alternative to Meridian Planning?
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 Meridian Planning?
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.