FinStak
FinStak: A broad advisor CRM with low-cost entry pricing, mobile apps, and limited planning depth. Ranked #30 of 31 in Financial Advisor Software by our editors (6.2/10); pricing: Free plan · 14-day trial; best for small firms wanting low-cost operations.
At a glance
- Editor score6.2 / 10
- PricingFree plan · 14-day trial
- Best forSmall firms wanting low-cost operations
- Free planYes
- Paid from$60/user/mo
- Financial planningYes
- Facts checked20 Sep 2026
Where it wins
- Free plan plus a 14-day free trial
- CRM, workflows, documents, analytics, and account tracking
- Web, iOS, and Android access with two-factor authentication
Where it doesn't
- Dedicated financial-planning depth is limited
- Client-portal capabilities are not a core focus
- Advanced features require higher paid tiers
Our verdict on FinStak
FinStak is a CRM and practice-management platform for financial advisors, financial planners, registered investment advisors, broker-dealers, and wealth-management firms. Its scope spans lead, deal, and contact management; workflow automation; marketing; campaigns; client account tracking; reporting; projects; document management; customization; and mobile access. It is suited to solo advisors and small firms that want one system for day-to-day operations, with capabilities that also extend to larger wealth-management organizations.
Pricing is organized across Basic, Pro, and Premier tiers, with annual and month-to-month options. Basic costs $60 per user per month when billed annually or $70 per user per month when billed monthly and provides CRM Only. Pro costs $80 annually billed monthly equivalent or $90 month-to-month, adding FinStak Forms, FinStak Survey, and FinStak Projects. Premier costs $100 annually billed monthly equivalent or $125 month-to-month, adding FinStak Analytics. A free plan and a 14-day free trial provide lower-commitment entry points. According to the published plans, paid tiers add form, survey, project, and analytics capabilities rather than changing the platform’s core CRM foundation.
FinStak’s main strength is breadth for operational work. Advisors can combine financial-account tracking for insurance, investment, retirement, and financial plans with notifications, tasks, field updates, document repositories, Gantt charts, reports, dashboards, and custom modules. Audit logs, roles, permissions, profiles, and two-factor authentication support administrative control. Google, Microsoft 365, and Zoho integrations help it fit common business workflows, while web, iOS, and Android access supports mobile work. Firms seeking a broad operating system at a relatively low entry price should consider FinStak; firms prioritizing dedicated financial-planning depth or a client-portal-centered experience should look for a more specialized alternative.
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FinStak pricing
All 6 FinStak plans and prices →
FinStak fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $60/user/mo |
| Client portal | Not verified |
| Financial planning | Yes |
| Proposal generation | Not verified |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | 2FA |
| Support | Email, Phone |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Google, Microsoft 365, Zoho |
| Pricing | Free plan · 14-day trial (source) |
| Website | finstak.com |
| Facts checked | 20 Sep 2026 |
FinStak integrations
FinStak lists 3 integrations on its own site.
- Microsoft 365
- Zoho
Alternatives to FinStak
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all FinStak alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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