Best Worksorted Alternatives in 2026
Updated
20 apps from financial advisor software ranked against Worksorted on the same published basis.
- 1Worksorted vs Conquest
- 2Worksorted vs FinStak
- 3Worksorted vs Xplan
- 4Worksorted vs AdvisorEngine CRM
- 5Worksorted vs Fin365
- 6Worksorted vs Fiducio
- 7Worksorted vs MoneyGuide
- 8Worksorted vs Advyzon
- 9Worksorted vs Orion Portfolio Accounting
- 10Worksorted vs Plutosoft
- 11Worksorted vs Advisor360° CRM
- 12Worksorted vs eMoney Advisor
- 13Worksorted vs Investwell Mint
- 14Worksorted vs Practifi
- 15Worksorted vs Redtail CRM
- 16Worksorted vs RightCapital
- 17Worksorted vs Wealthbox
- 18Worksorted vs AdviceOS
- 19Worksorted vs intelliflo office
- 20Worksorted vs One Adviser
Worksorted 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 | 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 |
Make your app an alternative to Worksorted
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about Worksorted alternatives
What is the best alternative to Worksorted?
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 Worksorted?
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.