FinStak suits independent financial advisors, planners, advisory practices, registered investment advisory firms, broker-dealers, and wealth management firms.
Free plan Free trial From $60 a month AndroidiPhone & iPadWeb
- Home
- Finance & Accounting
- Financial Advisor Software
Best Financial Advisor Software 2026
Advisory work brings together financial planning, client service, and the processes that keep a practice running. Compared on financial planning, client portals, document vaults, proposal generation, billing and invoicing, and compliance workflows, these options offer several angles for evaluating a fit. FinStak, Xplan, and AdvisorEngine CRM are among the named products. Consider which client-facing capabilities matter most to your work, and which administrative tasks you want software to support. Free-plan availability and paid-from pricing can help you assess costs alongside the listed features.
02
MoneyGuide
MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools.
iPhone & iPadWebWindows+2 Record5.5 Visit
03
Redtail CRM
AndroidiPhone & iPadWeb+1 Record5.5 Visit
04
Dynamic Planner
It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews.
AndroidiPhone & iPadWeb+1 Record5.2 Visit
05
Wealthbox
AndroidiPhone & iPadWeb+2 Record5.2 Visit
6
RightCapital
AndroidiPhone & iPadWeb — Record5.0 Visit RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.
7
AdvisorEngine CRM
AndroidiPhone & iPadWeb+3 $69 a month, billed yearly Record4.9 Visit AdvisorEngine CRM suits growing or established financial advisory firms and RIAs that need client workflow tracking, mobile access and integrations.
13
Practifi
AndroidiPhone & iPadWeb+1 $135 a month Record4.6 Visit Practifi is for registered investment advisers and wealth management firms looking for a CRM.
14
Conquest
WebAPI — Record4.5 Visit The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.
15
eMoney Advisor
AndroidiPhone & iPadWeb+1 — Record4.5 Visit eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
16
Investwell Mint
AndroidiPhone & iPadWeb ₹25,000 a year Record4.5 Visit Investwell Mint suits mutual fund distributors, IFAs, and national distributors who need portfolio reporting, business analytics, and CRM tools.
19
Worksorted
AndroidiPhone & iPadWeb+1 — Record4.5 Visit Worksorted suits Australian financial advice practices that need client, workflow, compliance and revenue operations together.
20
Fiducio
Web Free plan Record4.3 Visit Fiducio is aimed at RIAs and advisory teams needing combined relationship, planning, reporting, and client-access tools.
21
Advisor360° CRM
AndroidiPhone & iPadWeb+1 — Record4.2 Visit It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows.
22
Advyzon
AndroidiPhone & iPadWeb — Record4.2 Visit Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.
More in Finance & Accounting
Personal Finance Software 181Tax Software 149Personal Tax Software 123Tax Compliance Software 105Accounts Payable Software 97Scenario Planning Software 92Financial Planning & Analysis Software 90Invoicing software 84Money Transfer Apps 81Portfolio Management Software 81Bookkeeping Software 75Financial Forecasting Software 74Bank Connectivity Software 71Payment Processing Software 71Fund Accounting Software 70Payment Gateways 66Internal Controls Software 60Lease Accounting Software 55