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Instead of Snap Projections

Snap Projections alternatives

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

  1. 1

    Redtail CRM

    by Redtail CRM
    Free trial AndroidAPIiPhone+1
    6.0 From $39/user/mo (annual) · 30-day trial Visit site
  2. 2

    Income Lab

    Free trial Web
    5.9 From $199/mo · 14-day trial Visit site
  3. 3

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2
    5.9 14-day trial Visit site
  4. 4

    RightCapital

    Free trial AndroidiPhoneWeb
    5.8 From $149.95/mo · 14-day trial Visit site
  5. 5

    Worksorted

    Free trial AndroidAPIiPhone+1
    5.8 Pricing on request · 14-day trial Visit site
  6. 6

    AdviceOS

    Paid Web
    5.7 Pricing on request Visit site
  7. 7

    One Adviser

    Free trial Web
    5.7 14-day trial Visit site
  8. 8

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb
    5.6 Pricing on request Visit site
  9. 9

    Fin365

    Free trial Web
    5.6 Pricing on request Visit site
  10. 10

    Investwell Mint

    Paid AndroidiPhoneWeb
    5.6 Visit site
  11. 11

    Meridian Planning

    Free trial
    5.6 From $79/mo Visit site
  12. 12

    RazorPlan

    Free trial Web
    5.6 30-day trial Visit site
  13. 13

    intelliflo office

    Paid APIWeb
    5.5 Pricing on request Visit site
  14. 14

    Practifi

    Paid AndroidAPIiPhone+1
    5.5 From $135/user/mo Visit site
  15. 15

    Verra for Advisors

    Free trial Web
    5.5 From $29/mo · 30-day trial Visit site
  16. 16

    Voyant

    Free trial Web
    5.4 From $150/mo Visit site
  17. 17

    Kerdora

    Paid Web
    5.3 From $199/mo · 14-day trial Visit site
  18. 18

    Morningstar Office

    by Morningstar Office
    Paid iPhoneWeb
    5.3 Pricing on request Visit site
  19. 19

    Xplan

    by Xplan
    Paid AndroidAPIiPhone+1
    5.3 Pricing on request Visit site
  20. 20

    Moneytree

    Paid Web
    5.2 From $1,195/user/yr · 14-day trial Visit site
  21. 21

    Plutosoft

    Paid Web
    4.8 Pricing on request Visit site
  22. 22

    Orion Advisor Technology

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

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