Best AdvisorEngine CRM Alternatives in 2026
Updated
20 apps from financial advisor software ranked against AdvisorEngine CRM on the same published basis.
- 1AdvisorEngine CRM vs Xplan
- 2AdvisorEngine CRM vs eMoney Advisor
- 3AdvisorEngine CRM vs MoneyGuide
- 4AdvisorEngine CRM vs RightCapital
- 5AdvisorEngine CRM vs Conquest
- 6AdvisorEngine CRM vs Investwell Mint
- 8AdvisorEngine CRM vs Practifi
- 9AdvisorEngine CRM vs Morningstar Office
- 10AdvisorEngine CRM vs Wealthbox
- 11AdvisorEngine CRM vs FinStak
- 12AdvisorEngine CRM vs Redtail CRM
- 13AdvisorEngine CRM vs Fin365
- 14AdvisorEngine CRM vs intelliflo office
- 15AdvisorEngine CRM vs AdviceOS
- 16AdvisorEngine CRM vs Snap Projections
- 17AdvisorEngine CRM vs Moneytree
- 18AdvisorEngine CRM vs Dynamic Planner
- 19AdvisorEngine CRM vs Voyant
- 20AdvisorEngine CRM vs Plutosoft
- 21AdvisorEngine CRM vs One Adviser
AdvisorEngine CRM alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Xplan | 9.1 | No | — | Android, API, iOS, Web |
| 2 | eMoney Advisor | 8.9 | No | — | Android, API, iOS, Web |
| 3 | MoneyGuide | 8.8 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 4 | RightCapital | 8.6 | No | $12.50/mo | Android, iOS, Web |
| 5 | Conquest | 7.8 | No | — | API, Web |
| 6 | Investwell Mint | 7.7 | No | ₹2083.33/mo | Android, iOS, Web |
| 8 | Practifi | 7.2 | No | $135/mo | Android, API, iOS, Web |
| 9 | Morningstar Office | 7.1 | No | — | Web, iOS |
| 10 | Wealthbox | 7.0 | No | — | Web, iOS, Android |
| 11 | FinStak | 7.0 | No | $60/mo | Android, iOS, Web |
| 12 | Redtail CRM | 6.9 | No | $3.25/mo | Web, iOS, Android |
| 13 | Fin365 | 6.7 | No | — | Web |
| 14 | intelliflo office | 6.6 | No | — | API, Web |
| 15 | AdviceOS | 6.6 | No | — | Web |
| 16 | Snap Projections | 6.5 | No | — | Web |
| 17 | Moneytree | 6.4 | No | — | Web |
| 18 | Dynamic Planner | 6.4 | No | — | Web |
| 19 | Voyant | 6.2 | No | — | — |
| 20 | Plutosoft | 6.1 | No | — | Web |
| 21 | One Adviser | 5.9 | No | A$29/mo | Web |
Make your app an alternative to AdvisorEngine CRM
See the priceThe sponsored alternative slot on this page is labelled and never changes the order above.
Questions about AdvisorEngine CRM alternatives
What is the best alternative to AdvisorEngine CRM?
Xplan, number 1 in financial advisor software with a score of 9.1 out of 10. The others here: eMoney Advisor, MoneyGuide, RightCapital and 16 more.
Is there a free alternative to AdvisorEngine CRM?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.