Best Financial Advisor Software in 2026
Updated
In short: Conquest is ranked #1 of 31 as of 7 October 2026, ahead of FinStak and Xplan. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial advisor software covers the planning and practice tasks involved in working with clients. Compared on financial planning, proposal generation, client portals, and document vaults, these entries also give you ways to assess compliance workflows and billing and invoicing. Free-plan availability and paid-from pricing add cost considerations. FinStak, Xplan, and AdvisorEngine CRM are among the names to compare; consider how their listed capabilities line up with the services you provide and the administrative work your practice handles.
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
1 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | ConquestWeb · API | Two bars | — | 1 of 6 | — | 6.4 | |
| 2 | FinStakWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $60/mo | 5.6 |
| 3 | XplanWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.6 |
| 4 | AdvisorEngine CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $5.75/mo | 5.5 |
| 5 | Fin365Web | One bar | — | — | 1 of 6 | — | 5.5 |
| 6 | FiducioWeb | One bar | — | — | 1 of 6 | — | 5.4 |
| 7 | MoneyGuideWeb · Windows · Mac · iPhone | Two bars | — | — | 4 of 6 | $33.33/mo | 5.3 |
| 8 | AdvyzonWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 9 | Orion Portfolio AccountingWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $1083.33/mo | 5.2 |
| 10 | PlutosoftWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 11 | Advisor360° CRMWeb | No signal | — | — | 1 of 6 | — | 5.1 |
| 12 | eMoney AdvisorWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.1 |
| 13 | Investwell MintWeb · Android · iPhone | Two bars | — | — | 3 of 6 | ₹2083.33/mo | 5.1 |
| 14 | PractifiWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $135/mo | 5.1 |
| 15 | Redtail CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $3.25/mo | 5.1 |
| 16 | RightCapitalWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $12.50/mo | 5.1 |
| 17 | WealthboxWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.1 |
| 18 | AdviceOSWeb | One bar | — | — | 1 of 6 | — | 5.0 |
| 19 | intelliflo officeWeb · API | One bar | — | — | 1 of 6 | — | 5.0 |
| 20 | One AdviserWeb | One bar | — | — | 1 of 6 | A$29/mo | 5.0 |
| 21 | Snap ProjectionsWeb · API | One bar | — | — | 1 of 6 | $15/mo | 5.0 |
| 22 | Verra for AdvisorsWeb | One bar | — | — | 1 of 6 | $24.92/mo | 5.0 |
| 23 | Meridian PlanningNo platforms listed | One bar | — | — | 0 of 6 | $49/mo | 4.9 |
| 24 | Morningstar OfficeWeb · iPhone | One bar | — | — | 2 of 6 | — | 4.9 |
| 25 | WorksortedWeb · Android · iPhone · API | One bar | — | — | 3 of 6 | — | 4.8 |
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 1 | Conquest | 6.4 | No | — | No | — | Yes | — |
| 2 | FinStak | 5.6 | No | $60/mo | Yes | 60 /user/mo | — | Yes |
| 3 | Xplan | 5.6 | No | — | — | — | Yes | — |
| 4 | AdvisorEngine CRM | 5.5 | No | $5.75/mo | — | 69 /user/mo | Yes | — |
| 5 | Fin365 | 5.5 | No | — | — | — | Yes | Yes |
| 6 | Fiducio | 5.4 | No | — | Yes | — | Yes | Yes |
| 7 | MoneyGuide | 5.3 | No | $33.33/mo | — | — | Yes | — |
| 8 | Advyzon | 5.2 | No | — | — | — | — | — |
| 9 | Orion Portfolio Accounting | 5.2 | No | $1083.33/mo | — | — | Yes | Yes |
| 10 | Plutosoft | 5.2 | No | — | — | — | Yes | Yes |
| 11 | Advisor360° CRM | 5.1 | No | — | — | — | — | — |
| 12 | eMoney Advisor | 5.1 | No | — | — | — | Yes | — |
| 13 | Investwell Mint | 5.1 | No | ₹2083.33/mo | No | — | Yes | Yes |
| 14 | Practifi | 5.1 | No | $135/mo | No | 135 /user/mo | Yes | — |
| 15 | Redtail CRM | 5.1 | No | $3.25/mo | No | 39 /user/mo | — | — |
| 16 | RightCapital | 5.1 | No | $12.50/mo | No | — | Yes | — |
| 17 | Wealthbox | 5.1 | No | — | No | — | — | — |
| 18 | AdviceOS | 5.0 | No | — | — | — | Yes | Yes |
| 19 | intelliflo office | 5.0 | No | — | — | — | Yes | Yes |
| 20 | One Adviser | 5.0 | No | A$29/mo | No | — | Yes | Yes |
| 21 | Snap Projections | 5.0 | No | $15/mo | No | — | No | Yes |
| 22 | Verra for Advisors | 5.0 | No | $24.92/mo | No | — | Yes | — |
| 23 | Meridian Planning | 4.9 | No | $49/mo | No | — | — | Yes |
| 24 | Morningstar Office | 4.9 | No | — | No | — | — | — |
| 25 | Worksorted | 4.8 | No | — | No | — | Yes | No |
Is your app on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which financial advisor software is ranked first on Freedom251?
Conquest is ranked #1 of 31 with a score of 6.4. FinStak is second and Xplan third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.