Best eMoney Advisor Alternatives in 2026
The top eMoney Advisor alternatives are RightCapital, MoneyGuide and Xplan: 15 financial planning software our editors would look at instead of eMoney Advisor, in our ranking order.
eMoney Advisor: A broad planning suite for advisory firms that need client collaboration and analysis. Where it falls short: pricing varies by organization and requires contacting sales.
Switching from eMoney Advisor? For most financial planning software buyers the best eMoney Advisor alternative is RightCapital, built for advisors wanting comprehensive modern planning. On a budget, Voyant starts at $3/mo.
Why People Look for an eMoney Advisor Alternative
- Pricing varies by organization and requires contacting sales
- Capabilities differ across Plus, Pro, and Premier packages
- Broad coverage may be more than narrow-scope planning teams need
Quick Picks by What You Need
- Best overallRightCapital9.4
Advisors wanting comprehensive modern planning
Visit RightCapital - Lowest priceVoyant8.5
Paid plans from $3/mo
Visit Voyant
All 15 eMoney Advisor Alternatives, Ranked
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.
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Best forAdvisors wanting comprehensive modern planning
- Better than eMoney Advisor:
- Editor score 9.4 vs 9.3
A broad advisor platform spanning planning, analysis, collaboration, and client access.
- Insurance planning
- Tax planning
- Client portal
9.4/10★★★★★Visit RightCapital -
Best forGoal-focused financial planning practices
A broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.
- Insurance planning
- Tax planning
- Client portal
9.2/10★★★★★Visit MoneyGuide -
Best forEnd-to-end advice and practice management
A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.
- Insurance planning
- Tax planning
- Client portal
9.1/10★★★★★Visit Iress -
Best forAdvisors needing advanced planning depth
Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.
- Insurance planning
- Tax planning
- Client portal
9.0/10★★★★☆Visit NaviPlan -
Best forOrion-integrated wealth management teams
A broad planning platform for wealth teams centered on the Orion ecosystem.
- Insurance planning
- Tax planning
- Client portal
8.9/10★★★★☆Visit Orion Planning -
Best forUK advisers focused on suitability and investments
A broad advice workflow combining cash flow, investments, suitability and client engagement.
- Client portal
- Goal planning
- Investment planning
8.8/10★★★★☆See Dynamic Planner -
Best forEnterprise firms needing auditable planning
Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.
- Insurance planning
- Tax planning
- Client portal
8.7/10★★★★☆Visit Conquest -
Best forUK advisers needing deep tax and risk analysis
A deep UK-focused toolkit for tax, risk, cash flow and investment analysis.
- Tax planning
- Goal planning
- Investment planning
8.6/10★★★★☆Visit EValue -
Best forAdvisers needing sophisticated holistic modeling
Sophisticated holistic modeling for advisers managing complex financial situations.
- Insurance planning
- Tax planning
- Client portal
8.5/10★★★★☆Visit Voyant -
Best forUK advisers needing cash-flow and integrations
A broad cash-flow and retirement planning platform with useful adviser integrations.
- Tax planning
- Client portal
- Goal planning
8.4/10★★★★☆Visit FinCalc -
Best forUK advisers prioritizing cash-flow planning
A cash-flow-led planning suite with tax-aware modelling, stress tests and client tools.
- Insurance planning
- Tax planning
- Client portal
8.3/10★★★★☆Visit FE CashCalc -
Best forAdvisors seeking tax modeling and AI document import
Tax modeling, AI document import, and client tools come at an annual-billed price.
- Insurance planning
- Tax planning
- Client portal
8.2/10★★★★☆Try Foundry Planning -
Best forUK advisers focused on cash-flow reviews
A UK-focused planning tool with detailed cash-flow, tax and scenario modelling.
- Tax planning
- Client portal
- Investment planning
8.1/10★★★★☆Visit Timeline -
Best forEstablished firms wanting guided planning workflows
Broad advisor planning workflows with a substantial annual per-user cost.
- Insurance planning
- Tax planning
- Client portal
8.0/10★★★★☆Visit Moneytree -
Best forBudget-conscious retirement planners
A paid retirement planner with detailed modeling, scenarios, and withdrawal optimization.
- Scenario analysis
7.9/10★★★★☆Visit MaxiFi
eMoney Advisor Alternatives: Common Questions
What is the best alternative to eMoney Advisor?
RightCapital: #1 in our Financial Planning Software ranking, with an editor score of 9.4 out of 10. A broad advisor platform spanning planning, analysis, collaboration, and client access.
What is the cheapest paid alternative to eMoney Advisor?
Of the alternatives here that publish a price, Voyant starts lowest, at $3/mo.
Why do people look for eMoney Advisor alternatives?
Pricing varies by organization and requires contacting sales; Capabilities differ across Plus, Pro, and Premier packages; Broad coverage may be more than narrow-scope planning teams need.
How do I switch from eMoney Advisor?
Export your data from eMoney Advisor (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel eMoney Advisor.
How to Switch from eMoney Advisor
- Export your data from eMoney Advisor (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel eMoney Advisor.
eMoney Advisor vs Each Alternative
| # | Tool | Free plan | Paid from | Cash-flow modeling | Goal planning | Tax planning | Scenario analysis | Score |
|---|---|---|---|---|---|---|---|---|
| 2 | eMoney Advisor | Yes | Yes | Yes | Yes | 9.3 | ||
| 1 | RightCapital | No | $149.95/mo | Yes | Yes | Yes | Yes | 9.4 |
| 2 | MoneyGuide | Yes | Yes | Yes | Yes | 9.2 | ||
| 3 | Xplan | Yes | Yes | Yes | Yes | 9.1 | ||
| 4 | NaviPlan | Yes | Yes | Yes | Yes | 9.0 | ||
| 5 | Orion Planning | Yes | Yes | Yes | Yes | 8.9 | ||
| 6 | Dynamic Planner | No | £8/yr | Yes | Yes | Yes | 8.8 | |
| 7 | Conquest | No | Yes | Yes | Yes | Yes | 8.7 | |
| 8 | EVPro | Yes | Yes | Yes | Yes | 8.6 | ||
| 9 | Voyant | No | $3/mo | Yes | Yes | Yes | Yes | 8.5 |
| 10 | FinCalc | Yes | Yes | Yes | Yes | 8.4 | ||
| 11 | FE CashCalc | No | £75/user/mo | Yes | Yes | Yes | Yes | 8.3 |
| 12 | Foundry Planning | No | $166/mo | Yes | Yes | Yes | Yes | 8.2 |
| 13 | Timeline | No | £142/mo | Yes | Yes | Yes | 8.1 | |
| 14 | Moneytree | No | $1,195/user/yr | Yes | Yes | Yes | Yes | 8.0 |
| 15 | MaxiFi | No | $109/yr | Yes | 7.9 |
Head-to-Head
- eMoney Advisor vs RightCapital
- eMoney Advisor vs MoneyGuide
- eMoney Advisor vs Xplan
- eMoney Advisor vs NaviPlan
- eMoney Advisor vs Orion Planning
- eMoney Advisor vs Dynamic Planner
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update