Best Meridian Planning Alternatives in 2026
The top Meridian Planning alternatives are eMoney Advisor, Xplan and MoneyGuide: 15 financial advisor software our editors would look at instead of Meridian Planning, in our ranking order.
Meridian Planning: A paid planning and practice-management platform with a strong tax workflow focus. Where it falls short: solo advisor is limited to 1 user and up to 75 clients.
Switching from Meridian Planning? For most financial advisor software buyers the best Meridian Planning alternative is eMoney Advisor, built for full-service planning practices. On a budget, Voyant starts at $3/mo, against $79/mo for Meridian Planning.
Why People Look for a Meridian Planning Alternative
- Solo Advisor is limited to 1 user and up to 75 clients
- Small Practice is capped at 5 users and 250 clients
- Enterprise costs $299 per month before custom onboarding
- Paid from $79/user/mo — Voyant is $3/user/mo
Quick Picks by What You Need
- Best overalleMoney Advisor9.4
Full-service planning practices
Visit eMoney Advisor - Lowest priceVoyant8.3
Paid plans from $3/mo
Visit Voyant
All 15 Meridian Planning 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.
Sponsored alternatives to Meridian Planning Sponsored alternative
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Best forFull-service planning practices
- Better than Meridian Planning:
- Editor score 9.4 vs 7.4
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
- Better than Meridian Planning:
- Editor score 9.3 vs 7.4
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
- Better than Meridian Planning:
- Editor score 9.1 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.9 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.8 vs 7.4
A broad planning platform for firms that need ranked strategies and audit trails.
- Client portal
8.8/10★★★★☆Visit Conquest -
Best forEstablished comprehensive planning teams
- Better than Meridian Planning:
- Editor score 8.6 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.5 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.4 vs 7.4
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
- Better than Meridian Planning:
- Paid from: $3/user/mo vs $79/user/mo
- Editor score 8.3 vs 7.4
A deep financial modeling platform for advisers handling complex planning scenarios.
- Client portal
8.3/10★★★★☆Visit Voyant -
Best forScaled wealth-management firms
- Better than Meridian Planning:
- Editor score 8.2 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.1 vs 7.4
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
- Better than Meridian Planning:
- Editor score 8.0 vs 7.4
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
- Better than Meridian Planning:
- Editor score 7.9 vs 7.4
A specialized retirement-income suite with deep tax, withdrawal, and scenario planning.
7.9/10★★★★☆Visit Income Lab -
Best forSmall firms wanting holistic planning
- Better than Meridian Planning:
- Editor score 7.8 vs 7.4
Holistic planning tools for small advisory firms at $199 per month.
- Client portal
7.8/10★★★★☆Visit Kerdora -
Best forMicrosoft-centric advice firms
- Better than Meridian Planning:
- Editor score 7.7 vs 7.4
A Microsoft-centered practice platform with strong operations and lighter planning depth.
- Billing and invoicing
- Document vault
- Financial planning
7.7/10★★★★☆Visit Fin365
Meridian Planning Alternatives: Common Questions
What is the best alternative to Meridian Planning?
eMoney Advisor: #1 in our Financial Advisor Software ranking, with an editor score of 9.4 out of 10. A broad planning suite for practices that need client collaboration and connected workflows.
What is the cheapest paid alternative to Meridian Planning?
Of the alternatives here that publish a price, Voyant starts lowest, at $3/mo.
Why do people look for Meridian Planning alternatives?
Solo Advisor is limited to 1 user and up to 75 clients; Small Practice is capped at 5 users and 250 clients; Enterprise costs $299 per month before custom onboarding.
How do I switch from Meridian Planning?
Export your data from Meridian Planning (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 Meridian Planning.
How to Switch from Meridian Planning
- Export your data from Meridian Planning (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 Meridian Planning.
Meridian Planning vs Each Alternative
| # | Tool | Free plan | Paid from | Client portal | Score |
|---|---|---|---|---|---|
| 18 | Meridian Planning | No | $79/mo | 7.4 | |
| 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 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update