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Best Financial Advisor Software in 2026

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.

  1. 1

    FinStak

    Free plan AndroidiPhoneWeb

    FinStak brings lead tracking, marketing, forms, and project management features to a CRM for financial advisory practices.

    7.3 Free plan · paid from $60/user/mo (annual) · 14-day trial Visit site
  2. 2

    Fiducio

    Free plan Web

    Fiducio covers client and prospect workflows alongside planning, portfolio reporting, and a client portal.

    6.8 Free plan Visit site
  3. 3

    eMoney Advisor

    Free trial AndroidAPIiPhone+1

    Choose eMoney Advisor if your advisory practice needs a client portal, planning tools, and advisor support in one platform.

    6.4 Pricing on request Visit site
  4. 4

    Conquest

    Free trial APIWeb

    Conquest brings multiple planning modes and financial planning areas into one engine, with API connections and access-controlled links to AI assistants.

    6.2 Pricing on request · 14-day trial Visit site
  5. 5

    MoneyGuide

    Free trial APIiPhoneMac+2

    MoneyGuide brings a broad set of planning tools and collaborative permissions into a web-based application. It is a planning tool rather than a way for clients to transact or withdraw money.

    6.2 Pricing on request Visit site
  6. 6

    Advisor360° CRM

    by Advisor360° CRM
    Paid AndroidAPIiPhone+1

    Choose Advisor360° CRM if your wealth management practice wants household-centered records, a shared prospect pipeline, and connected communication and reporting workflows.

    6.1 Pricing on request Visit site
  7. 7

    AdvisorEngine CRM

    Paid AndroidAPIExtension+3

    AdvisorEngine CRM brings client workflows, practice tools, and document storage together for advisory firms. Its listed price and three-user minimum are important considerations for smaller teams.

    6.0 From $69/user/mo (annual) Visit site
  8. 8

    Dynamic Planner

    Paid AndroidAPIiPhone+1

    Dynamic Planner brings multiple stages of financial planning into a platform that firms can use as a whole or by module.

    6.0 From £80/mo Visit site
  9. 9

    Redtail CRM

    by Redtail CRM
    Free trial AndroidAPIiPhone+1

    Redtail CRM offers pipeline, email, AI, and marketing capabilities across browser and mobile platforms.

    6.0 From $39/user/mo (annual) · 30-day trial Visit site
  10. 10

    Income Lab

    Free trial Web

    Income Lab combines retirement projections with spending guardrails and extensive Social Security analysis.

    5.9 From $199/mo · 14-day trial Visit site
  11. 11

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2

    Choose Wealthbox if you want pipeline management, email sync and mobile access, with plan tiers distinguished by pipeline, storage and workspace allowances.

    5.9 14-day trial Visit site
  12. 12

    RightCapital

    Free trial AndroidiPhoneWeb

    RightCapital combines advisor planning, tax analysis, and client-facing portal and mobile tools. Check the annual commitment and plan details against your practice’s needs before choosing a tier.

    5.8 From $149.95/mo · 14-day trial Visit site
  13. 13

    Worksorted

    Free trial AndroidAPIiPhone+1

    Choose Worksorted if an Australian financial advice business needs client management, repeatable workflows, compliance tracking and revenue operations in one platform.

    5.8 Pricing on request · 14-day trial Visit site
  14. 14

    AdviceOS

    Paid Web

    AdviceOS combines client management, product research, document generation, and compliance features for financial advice businesses.

    5.7 Pricing on request Visit site
  15. 15

    One Adviser

    Free trial Web

    One Adviser combines advice production, compliance workflows, AI tools, and a client portal for Australian practices.

    5.7 14-day trial Visit site
  16. 16

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb

    Advyzon is a fit for advisory firms seeking portfolio, client relationship, document, and reporting tools in one platform.

    5.6 Pricing on request Visit site
  17. 17

    Fin365

    Free trial Web

    Fin365 combines a Microsoft Dynamics CRM, reporting, client portal, and workflows for several financial-services sectors.

    5.6 Pricing on request Visit site
  18. 18

    Investwell Mint

    Paid AndroidiPhoneWeb

    Choose Investwell Mint if you need wealth management reporting, business analytics, and CRM tools across its listed asset classes.

    5.6 Visit site
  19. 19

    Meridian Planning

    Free trial

    Meridian Planning brings tax workflows, advisory management, financial planning, and retirement income tools into one practice platform.

    5.6 From $79/mo Visit site
  20. 20

    RazorPlan

    Free trial Web

    RazorPlan combines client planning with retirement, decumulation, and insurance analysis for advisors. Consider its paid plans and limits on exporting raw client files before choosing it.

    5.6 30-day trial Visit site
  21. 21

    Snap Projections

    Free trial APIWeb

    Snap Projections offers advisors scenario comparisons, planning tools, and client-ready reports in a web-based service.

    5.6 14-day trial Visit site
  22. 22

    intelliflo office

    Paid APIWeb

    intelliflo office covers client-facing and back-office work across the advisory lifecycle, with a broad integration offer and a portal.

    5.5 Pricing on request Visit site
  23. 23

    Practifi

    Paid AndroidAPIiPhone+1

    Choose Practifi if your firm needs an adviser-focused CRM and values a choice between configurable Naya and AI-native Sentir.

    5.5 From $135/user/mo Visit site
  24. 24

    Verra for Advisors

    Free trial Web

    Verra combines client workflow, engagement documents, reviews, and fee visibility for solo advisory businesses.

    5.5 From $29/mo · 30-day trial Visit site
  25. 25

    Voyant

    Free trial Web

    Voyant brings detailed financial planning, client collaboration, and document sharing into a browser-based platform for advisers.

    5.4 From $150/mo Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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