Best Financial Advisor Software in 2026
Updated
In short: FinStak is ranked #1 of 31 as of 4 October 2026, ahead of Xplan and AdvisorEngine CRM. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Serving clients and managing an advisory practice can involve planning, proposals, billing, and compliance. Compare financial planning features with client portals and document vaults, then weigh compliance workflows, billing and invoicing, and proposal generation against the tasks you handle. Free-plan availability and paid-from pricing add cost details to the comparison. Xplan opens the ranking, followed by RightCapital and eMoney Advisor; MoneyGuide and Investwell Mint are also among the first entries. Think about which client-facing tools and practice workflows matter most to you.
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 FinStak iPhone + Android RecognisedPhone appDocumentedFree plan 7.3$60/mo Financial planning: Yes
- 2 Xplan iPhone + Android RecognisedPhone appDocumentedFree plan 7.3 Client portal: Yes
- 3 AdvisorEngine CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.2$5.75/mo Client portal: Yes
- 4 MoneyGuide iPhone only RecognisedPhone appDocumentedFree plan 7.1$33.33/mo Client portal: Yes
- 5 Orion Portfolio Accounting iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$1083.33/mo Client portal: YesFinancial planning: YesProposal generation: Yes
- 6 eMoney Advisor iPhone + Android RecognisedPhone appDocumentedFree plan 7.0 Client portal: Yes
- 7 Investwell Mint iPhone + Android RecognisedPhone appDocumentedFree plan 7.0₹2083.33/mo Client portal: YesFinancial planning: YesProposal generation: Yes
- 8 Practifi iPhone + Android RecognisedPhone appDocumentedFree plan 7.0$135/mo Client portal: Yes
- 9 RightCapital iPhone + Android RecognisedPhone appDocumentedFree plan 7.0$12.50/mo Client portal: Yes
- 10 Redtail CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$3.25/mo
- 11 Wealthbox iPhone + Android RecognisedPhone appDocumentedFree plan 6.9
- 12 Morningstar Office iPhone only RecognisedPhone appDocumentedFree plan 6.7
- 13 Fin365 No phone app RecognisedPhone appDocumentedFree plan 5.8 Client portal: YesFinancial planning: Yes
- 14 Fiducio No phone app RecognisedPhone appDocumentedFree plan 5.6 Client portal: YesFinancial planning: Yes
- 15 One Adviser No phone app RecognisedPhone appDocumentedFree plan 5.6A$29/mo Client portal: YesFinancial planning: YesProposal generation: Yes
- 16 AdviceOS No phone app RecognisedPhone appDocumentedFree plan 5.5 Client portal: YesFinancial planning: YesProposal generation: Yes
- 17 intelliflo office No phone app RecognisedPhone appDocumentedFree plan 5.5 Client portal: YesFinancial planning: YesProposal generation: Yes
- 18 Advyzon No phone app RecognisedPhone appDocumentedFree plan 5.4
- 19 Plutosoft No phone app RecognisedPhone appDocumentedFree plan 5.3 Client portal: YesFinancial planning: Yes
- 20 Advisor360° CRM No phone app RecognisedPhone appDocumentedFree plan 5.1
- 21 Snap Projections No phone app RecognisedPhone appDocumentedFree plan 5.1 Client portal: NoFinancial planning: Yes
- 22 Worksorted No phone app RecognisedPhone appDocumentedFree plan 5.1 Client portal: YesFinancial planning: No
- 23 Conquest No phone app RecognisedPhone appDocumentedFree plan 5.0 Client portal: Yes
- 24 Dynamic Planner No phone app RecognisedPhone appDocumentedFree plan 5.0 Client portal: Yes
- 25 RazorPlan No phone app RecognisedPhone appDocumentedFree plan 5.0 Financial planning: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial advisor software is ranked first on Samsung Mobile US Press?
FinStak is ranked #1 of 31 with a score of 7.3. Xplan is second and AdvisorEngine CRM third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list 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.