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Best Wealth Management in 2026

Advisers and firms can use wealth management software to oversee portfolios, financial plans, client portals and reporting. This list covers tools delivered through web, iOS, Android, APIs, self-hosted setups or Windows.

  1. 1

    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
  2. 2

    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
  3. 3

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1

    Addepar brings portfolio analysis, reporting, billing and client access into a data platform for financial professionals.

    6.1 Pricing on request Visit site
  4. 4

    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.

    6.0 Pricing on request Visit site
  5. 5

    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.

    5.9 From $149.95/mo · 14-day trial Visit site
  6. 6

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5

    Choose FundCount if your organization needs investment accounting across portfolios, partnerships, and general ledgers, with multiple deployment choices.

    5.8 From $14,450/yr Visit site
  7. 7

    Masttro

    by Masttro
    Paid AndroidiPhoneWeb

    Masttro may suit family offices and UHNW families that need a consolidated view across traditional and alternative assets, with portfolio analysis and reporting.

    5.6 Pricing on request Visit site
  8. 8

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb

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

    5.5 Pricing on request Visit site
  9. 9

    Croesus Advisor

    by Croesus Advisor
    Paid Web

    Croesus Advisor brings portfolio operations, analysis, reporting, and compliance into a customizable cloud system. Firms should request a demo to confirm pricing and fit for their workflows.

    5.5 Pricing on request Visit site
  10. 10

    SEI Wealth Platform

    Paid APIWeb

    SEI Wealth Platform combines operational outsourcing, asset management, portfolio tools, dashboards, and integration features in one system.

    5.2 Pricing on request Visit site
  11. 11

    Temenos Wealth Front Office

    Paid APISelf-hostedWeb

    Temenos Wealth Front Office combines portfolio tools, investment automation, compliance checks, and institution-adjustable workflows.

    5.0 Pricing on request Visit site
  12. 12

    WealthSpectrum

    Paid AndroidAPIiPhone+2

    WealthSpectrum brings portfolio operations, performance measurement, trading workflows, and client reporting together.

    5.0 Pricing on request Visit site
  13. 13

    FNZ Portfolio Manager

    Paid

    FNZ Portfolio Manager combines portfolio construction, compliance, monitoring, and analytics for complex investment operations.

    4.9 Pricing on request Visit site
  14. 14

    Orion Advisor Technology

    Paid AndroidiPhoneWeb
    4.5 From $13,000/yr Visit site
  15. 15

    Praemium

    Paid Web
    4.2 Pricing on request Visit site
  16. 16

    Wealth Dynamix

    Paid AndroidiPhoneWeb
    4.2 Pricing on request 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

Compare free plans, trial terms and paid pricing before choosing. If you need to read or change code, check the tool's open-source licence. Also check portfolio features, planning, reporting, custodian integrations, mobile access and the platforms your work requires.

Questions

Are free plans available for wealth management software?

Free-plan availability varies. eMoney Advisor and MoneyGuide are listed as paid with no free plan. Check the current terms for other tools.

Which tool lists a free trial?

eMoney Advisor, MoneyGuide and RightCapital are listed with free trials; RightCapital's listed trial lasts 14 days. Trial availability and conditions can change, so review the current offer before starting.

What platforms can these tools run on?

The listed products support combinations of web, iOS, Android, API, self-hosted and Windows environments. Confirm support for the platform you need.

What features should advisers compare?

Review portfolio management, financial planning, client portals, portfolio reporting, custodian connections and mobile availability.

Does pricing appear for every tool?

Some entries show a starting price, while others provide a quote on request. Orion Advisor Technology starts at $13,000 per year, and RightCapital starts at $149.95 per month.

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