The best Conquest alternatives
The rest of Best Financial Advisor Software, in this site's order: each with what it costs, where it runs and its record score.
FinStak suits independent financial advisors, planners, advisory practices, registered investment advisory firms, broker-dealers, and wealth…
MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools.
It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews.
RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.
AdvisorEngine CRM suits growing or established financial advisory firms and RIAs that need client workflow tracking, mobile access and integrations.
Practifi is for registered investment advisers and wealth management firms looking for a CRM.
eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
Investwell Mint suits mutual fund distributors, IFAs, and national distributors who need portfolio reporting, business analytics, and CRM tools.
Worksorted suits Australian financial advice practices that need client, workflow, compliance and revenue operations together.
Fiducio is aimed at RIAs and advisory teams needing combined relationship, planning, reporting, and client-access tools.
It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows.
Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.
