Best Financial Advisor Software in 2026
Updated
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
31ranked
0free plans on this page
$3/molowest paid tier
9 Oct 2026last checked
0 of the 6 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 |
|---|---|---|---|---|---|---|---|
| 26 | One AdviserWeb | One bar | — | — | 1 of 6 | A$29/mo | 5.0 |
| 27 | Snap ProjectionsWeb · API | One bar | — | — | 1 of 6 | $15/mo | 5.0 |
| 28 | Verra for AdvisorsWeb | One bar | — | — | 1 of 6 | $24.92/mo | 5.0 |
| 29 | VoyantWeb | One bar | — | — | 1 of 6 | $3/mo | 5.0 |
| 30 | Meridian PlanningNo platforms listed | One bar | — | — | 0 of 6 | $49/mo | 4.9 |
| 31 | RazorPlanWeb | No signal | — | — | 1 of 6 | — | 4.7 |
Compare all 6 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 26 | One Adviser | 5.0 | No | A$29/mo | No | — | Yes | Yes |
| 27 | Snap Projections | 5.0 | No | $15/mo | No | — | No | Yes |
| 28 | Verra for Advisors | 5.0 | No | $24.92/mo | No | — | Yes | — |
| 29 | Voyant | 5.0 | No | $3/mo | No | — | Yes | — |
| 30 | Meridian Planning | 4.9 | No | $49/mo | No | — | — | Yes |
| 31 | RazorPlan | 4.7 | No | — | No | — | — | Yes |
More in Finance & Accounting
All finance & accounting listsPersonal Finance Software 181Personal Tax Software 123Tax Compliance Software 109Accounts Payable Software 98Financial Planning & Analysis Software 89Invoicing software 85Scenario Planning Software 85Money Transfer Apps 82Portfolio Management Software 81Bookkeeping Software 76Payment Processing Software 71Bank Connectivity Software 70