The best Advisor360° CRM alternatives

MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools.

RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.

eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.

Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.

Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.

Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.

WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.

The system suits financial institutions and wealth management teams serving clients from ultra-high-net-worth to mass affluent segments.