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
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Best Financial Advisor Software 2026
Facts read 29 Sep 2026 – 21 Oct 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.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 FinStak | FinStak suits independent financial advisors, planners, advisory practices, registered investment advisory firms, broker-dealers, and wealth management firms. | 5.6 | $60 a month | Free plan | Android, iPhone & iPad, Web | 29 Sep 2026 |
| 02 MoneyGuide | MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools. | 5.5 | — | Free trial | iPhone & iPad, Web, Windows, Mac | 15 Oct 2026 |
| 03 Redtail CRM | 5.5 | — | Free trial | Android, iPhone & iPad, Web, API | 21 Oct 2026 | |
| 04 Dynamic Planner | It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews. | 5.2 | £8 a year | — | Android, iPhone & iPad, Web, API | 15 Oct 2026 |
| 05 Wealthbox | 5.2 | $59 a month | Free trial | Android, iPhone & iPad, Web, Browser extension | 21 Oct 2026 | |
| 06 RightCapital | RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal. | 5.0 | — | Free trial | Android, iPhone & iPad, Web | 2 Oct 2026 |
| 07 AdvisorEngine CRM | AdvisorEngine CRM suits growing or established financial advisory firms and RIAs that need client workflow tracking, mobile access and integrations. | 4.9 | $69 a month, billed yearly | — | Android, iPhone & iPad, Web, Windows | 21 Oct 2026 |
| 08 RazorPlan | 4.9 | $745 a year | Free trial | Web | 10 Oct 2026 | |
| 09 Voyant | 4.8 | $3 a month | Free trial | Web | 8 Oct 2026 | |
| 10 Income Lab | 4.7 | $80 a month, billed yearly | Free trial | Web | 8 Oct 2026 |
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
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.
14
Practifi
AndroidiPhone & iPadWeb+1 $135 a month Record4.5 Visit Practifi is for registered investment advisers and wealth management firms looking for a CRM.
15
Worksorted
AndroidiPhone & iPadWeb+1 — Record4.5 Visit Worksorted suits Australian financial advice practices that need client, workflow, compliance and revenue operations together.
16
eMoney Advisor
AndroidiPhone & iPadWeb+1 — Record4.4 Visit eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
17
Investwell Mint
AndroidiPhone & iPadWeb ₹25,000 a year Record4.4 Visit Investwell Mint suits mutual fund distributors, IFAs, and national distributors who need portfolio reporting, business analytics, and CRM tools.
20
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.
21
Advyzon
AndroidiPhone & iPadWeb — Record4.2 Visit Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.
22
Fiducio
Web Free plan Record4.2 Visit Fiducio is aimed at RIAs and advisory teams needing combined relationship, planning, reporting, and client-access tools.
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