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Instead of Meridian Planning

Meridian Planning alternatives

Apps that do what Meridian Planning does, from the financial advisor software list, the ones you can start free with first.

1. 1

   AdvisorEngine CRM

   Paid AndroidAPIExtension+3
   6.0 From $69/user/mo (annual) Visit site
2. 2

   Dynamic Planner

   Paid AndroidAPIiPhone+1
   6.0 From £80/mo Visit site
3. 3 R

   Redtail CRM

   by Redtail CRM

   Free trial AndroidAPIiPhone+1
   6.0 From $39/user/mo (annual) · 30-day trial Visit site
4. 4

   Income Lab

   Free trial Web
   5.9 From $199/mo · 14-day trial Visit site
5. 5 W

   Wealthbox

   by Wealthbox

   Free trial AndroidAPIExtension+2
   5.9 14-day trial Visit site
6. 6

   RightCapital

   Free trial AndroidiPhoneWeb
   5.8 From $149.95/mo · 14-day trial Visit site
7. 7 W

   Worksorted

   Free trial AndroidAPIiPhone+1
   5.8 Pricing on request · 14-day trial Visit site
8. 8

   AdviceOS

   Paid Web
   5.7 Pricing on request Visit site
9. 9 O

   One Adviser

   Free trial Web
   5.7 14-day trial Visit site
10. 10 A

    Advyzon

    by Advyzon

    Paid AndroidiPhoneWeb
    5.6 Pricing on request Visit site
11. 11 F

    Fin365

    Free trial Web
    5.6 Pricing on request Visit site
12. 12 I

    Investwell Mint

    Paid AndroidiPhoneWeb
    5.6 Visit site
13. 13 R

    RazorPlan

    Free trial Web
    5.6 30-day trial Visit site
14. 14 S

    Snap Projections

    Free trial APIWeb
    5.6 14-day trial Visit site
15. 15 I

    intelliflo office

    Paid APIWeb
    5.5 Pricing on request Visit site
16. 16

    Practifi

    Paid AndroidAPIiPhone+1
    5.5 From $135/user/mo Visit site
17. 17 V

    Verra for Advisors

    Free trial Web
    5.5 From $29/mo · 30-day trial Visit site
18. 18

    Voyant

    Free trial Web
    5.4 From $150/mo Visit site
19. 19

    Kerdora

    Paid Web
    5.3 From $199/mo · 14-day trial Visit site
20. 20

    Morningstar Office

    by Morningstar Office

    Paid iPhoneWeb
    5.3 Pricing on request Visit site
21. 21

    Xplan

    by Xplan

    Paid AndroidAPIiPhone+1
    5.3 Pricing on request Visit site
22. 22

    Moneytree

    Paid Web
    5.2 From $1,195/user/yr · 14-day trial Visit site
23. 23 P

    Plutosoft

    Paid Web
    4.8 Pricing on request Visit site
24. 24 O

    Orion Advisor Technology

    Paid AndroidiPhoneWeb
    4.4 From $13,000/yr Visit site

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