Side by side
Meridian Planning vs One Adviser
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial
Meridian Planning brings tax workflows, advisory management, financial planning, and retirement income tools into one practice platform. Its monthly plans scale users and clients, while every plan includes the six listed modules.
Visit Meridian Planning Free trial Web
One Adviser combines advice production, compliance workflows, AI tools, and a client portal for Australian practices. Compare the per-seat and platform plans, including setup costs, with your practice's requirements.
Visit One AdviserThe facts
| Meridian Planning | One Adviser | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | Not published | Web |
| Lowest paid plan | Founding Member rate: $49 a month | Client Service / Admin seat: A$29 per seat a month |
| Plans published | 4 | 8 |
| Maker | Not published | Not published |
| Website | meridianplanning.app | oneadvisor.com.au |
| On financial advisor software | #19 of 31 | #15 of 31 |
Meridian Planning: what it does well
- Eight-stage tax workflow
- Financial planning and retirement income tools
- All six named modules included
- Free trial available
- Customers can cancel anytime
What to know first
- No free plan
- Founding Member rate limited to first 25 customers
- Solo Advisor supports up to 75 clients
- Enterprise onboarding is custom
One Adviser: what it does well
- SOA and ROA tools include version history and approvals.
- Compliance tools include CPD tracking and complaints handling.
- Client portal supports secure messaging and document sharing.
- Self-serve CSV import can be completed the same day.
- Two observer seats are free per practice.
What to know first
- No free plan is listed.
- Full migrations typically take 2–4 weeks.
- Professional and Enterprise have one-time setup and migration fees.
Alternatives to Meridian Planning Alternatives to One Adviser The whole list