The Best Financial Advisor Software in 2026
We researched financial advisor software through official websites, including pricing pages, plan tables, and product documentation. Rankings focus on the category’s core job, value for money, and verifiable features, helping advisory firms compare tools for client management, planning, workflows, proposals, compliance, and advice delivery when choosing financial advisor software.
Our top picks
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Top ranked
eMoney Advisor#1 of 319.4/10A broad planning suite for practices that need client collaboration and connected workflows.
Pricing on request
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Runner-up
Xplan#2 of 319.3/10A broad advice platform for practices needing planning, workflow, compliance and client engagement.
Pricing on request
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Lowest paid price in the top 10
Voyant#9 of 318.3/10A deep financial modeling platform for advisers handling complex planning scenarios.
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 31 tools, best first
-
Best forFull-service planning practices
A broad planning suite for practices that need client collaboration and connected workflows.
- Client portal
9.4/10★★★★★Visit eMoney Advisor -
Best forEnterprise advice practices
A broad advice platform for practices needing planning, workflow, compliance and client engagement.
- Client portal
9.3/10★★★★★Visit Iress -
Best forGoal-focused financial planners
A comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.
- Client portal
9.1/10★★★★★Visit MoneyGuide -
Best forAdvisors needing deep planning
A broad planning suite for advisors who need detailed tax, investment, and goal analysis.
- Client portal
8.9/10★★★★☆Visit RightCapital -
Best forFirms needing auditable advanced planning
A broad planning platform for firms that need ranked strategies and audit trails.
- Client portal
Pricing on request · 14-day trial Our Conquest verdict → Visit ConquestFor vendors Sponsor this spot · #5 · $59/mo →8.8/10★★★★☆Visit Conquest -
Best forEstablished comprehensive planning teams
A comprehensive planning suite for established teams, with a high annual entry price.
- Client portal
8.6/10★★★★☆Visit Moneytree -
Best forUK investment and suitability teams
A broad UK advice platform spanning profiling, cash flow, research, suitability and client engagement.
- Client portal
8.5/10★★★★☆Try Dynamic Planner -
Best forRetirement and decumulation specialists
A deep planning platform for retirement specialists who need scenario analysis and client-ready reporting.
- Billing and invoicing
- Financial planning
- Compliance workflows
8.4/10★★★★☆Try Snap Projections -
Best forAdvisors needing highly detailed financial modeling
A deep financial modeling platform for advisers handling complex planning scenarios.
- Client portal
8.3/10★★★★☆Visit Voyant -
Best forScaled wealth-management firms
A broad wealth-management platform for firms that need connected operations.
- Proposal generation
- Billing and invoicing
- Document vault
8.2/10★★★★☆Visit Orion -
Best forAdvice firms prioritizing operations
A broad operations platform for advice firms, with planning and AI support across the advice journey.
- Proposal generation
- Billing and invoicing
- Document vault
8.1/10★★★★☆Visit intelliflo -
Best forAustralian advice practices
A broad Australian advice platform spanning planning, research, compliance and client engagement.
- Proposal generation
- Billing and invoicing
- Document vault
8.0/10★★★★☆Visit AdviceOS -
Best forRetirement-income specialists
A specialized retirement-income suite with deep tax, withdrawal, and scenario planning.
7.9/10★★★★☆Visit Income Lab -
Best forSmall firms wanting holistic planning
Holistic planning tools for small advisory firms at $199 per month.
- Client portal
7.8/10★★★★☆Visit Kerdora -
Best forMicrosoft-centric advice firms
A Microsoft-centered practice platform with strong operations and lighter planning depth.
- Billing and invoicing
- Document vault
- Financial planning
7.7/10★★★★☆Visit Fin365 -
Best forAustralian firms needing advice workflows
A broad Australian advice platform combining workflows, modelling, compliance and client services.
- Document vault
- Financial planning
- Compliance workflows
7.6/10★★★★☆Visit Plutosoft -
Best forIndian investment advisory firms
A broad Indian advisory suite for portfolios, transactions, compliance and investor access.
- Proposal generation
- Financial planning
- Compliance workflows
7.5/10★★★★☆Try Investwell Mint -
Best forBudget-conscious planning specialists
A paid planning and practice-management platform with a strong tax workflow focus.
- Billing and invoicing
- Financial planning
7.4/10★★★★☆Visit site -
Best forRetirement and decumulation planners
A focused planning suite for retirement, decumulation, insurance, tax, and estate work.
- Financial planning
7.3/10★★★★☆Visit RazorPlan -
Best forTax-aware portfolio managers
Deep investment-management coverage for tax-aware advisors, with a narrower planning scope.
7.2/10★★★★☆Visit Advyzon -
Best forInvestment portfolio management teams
A deep portfolio operations platform for teams prioritizing investment management over holistic planning.
7.1/10★★★★☆Visit Morningstar -
Best forCompliance-heavy advice practices
A broad adviser platform for practices that need compliance and workflow control.
- Proposal generation
- Billing and invoicing
- Document vault
7.0/10★★★★☆Visit One Adviser -
Best forSalesforce-based advisory firms
A broad advisory CRM with strong workflows, compliance, portals, and Salesforce integration.
- Compliance workflows
- Client portal
6.9/10★★★☆☆Visit Practifi -
Best forAffordable advisor CRM users
A broad advisor CRM with workflows, reporting, portals, and integrations at $69 per user monthly.
- Compliance workflows
- Client portal
6.8/10★★★☆☆Visit AdvisorEngine -
Best forAdvisory teams needing flexible CRM
Flexible CRM for advisory teams, but not a core financial planning system.
6.7/10★★★☆☆Visit Wealthbox -
Best forValue-focused advisory CRMs
A value-focused advisor CRM with strong workflows, records, documents, and integrations.
6.6/10★★★☆☆Visit Redtail CRM -
Best forAdvisor360° ecosystem users
A household-focused CRM for advisors managing relationships, pipelines, and connected workflows.
- Compliance workflows
6.5/10★★★☆☆Contact Advisor360° -
Best forPractice operations and billing teams
Broad practice operations and billing coverage, without built-in financial planning.
- Billing and invoicing
- Document vault
- Compliance workflows
6.4/10★★★☆☆Visit Worksorted -
Best forTeams starting with free planning software
A broad web workspace for planning, client work, portfolios, and audit-oriented records.
- Document vault
- Financial planning
- Compliance workflows
6.3/10★★★☆☆Visit Fiducio -
Best forSmall firms wanting low-cost operations
A broad advisor CRM with low-cost entry pricing, mobile apps, and limited planning depth.
- Document vault
- Financial planning
- Compliance workflows
6.2/10★★★☆☆Visit FinStak -
Best forSolo advisors needing basic practice tools
A practical solo-advisor workspace, but not a dedicated financial planning tool.
- Proposal generation
- Billing and invoicing
- Document vault
6.0/10★★★☆☆Visit Verra
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Client portal | Score |
|---|---|---|---|---|---|
| 1 | eMoney Advisor | Yes | 9.4 | ||
| 2 | Xplan | Yes | 9.3 | ||
| 3 | MoneyGuide | Yes | 9.1 | ||
| 4 | RightCapital | No | $149.95/mo | Yes | 8.9 |
| 5 | Conquest | No | Yes | 8.8 | |
| 6 | Moneytree | No | $1,195/user/yr | Yes | 8.6 |
| 7 | Dynamic Planner | No | £8/yr | Yes | 8.5 |
| 8 | Snap Projections | No | No | 8.4 | |
| 9 | Voyant | No | $3/mo | Yes | 8.3 |
| 10 | Orion Advisor Technology | $13,000/yr | Yes | 8.2 | |
| 11 | intelliflo office | Yes | 8.1 | ||
| 12 | AdviceOS | Yes | 8.0 | ||
| 13 | Income Lab | No | $199/mo | 7.9 | |
| 14 | Kerdora | No | $199/mo | Yes | 7.8 |
| 15 | Fin365 | Yes | 7.7 | ||
| 16 | Plutosoft | Yes | 7.6 | ||
| 17 | Investwell Mint | No | Yes | 7.5 | |
| 18 | Meridian Planning | No | $79/mo | 7.4 | |
| 19 | RazorPlan | No | 7.3 | ||
| 20 | Advyzon | 7.2 | |||
| 21 | Morningstar Office | No | 7.1 | ||
| 22 | One Adviser | No | Yes | 7.0 | |
| 23 | Practifi | No | $135/user/mo | Yes | 6.9 |
| 24 | AdvisorEngine CRM | $69/user/mo | Yes | 6.8 | |
| 25 | Wealthbox | No | 6.7 | ||
| 26 | Redtail CRM | No | $39/user/mo | 6.6 | |
| 27 | Advisor360° CRM | 6.5 | |||
| 28 | Worksorted | No | Yes | 6.4 | |
| 29 | Fiducio | Yes | Free | Yes | 6.3 |
| 30 | FinStak | Yes | $60/user/mo | 6.2 | |
| 31 | Verra for Advisors | No | $299/yr | Yes | 6.0 |
Head-to-head All 13 comparisons →
- eMoney Advisor vs Moneytree
- eMoney Advisor vs Snap Projections
- Xplan vs Moneytree
- Xplan vs Snap Projections
- MoneyGuide vs Moneytree
- MoneyGuide vs Snap Projections
- RightCapital vs Moneytree
- RightCapital vs Snap Projections
- Conquest vs Moneytree
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How we rank financial advisor software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update