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Ranked on the record · 31 apps · page 2 of 2

Best Financial Advisor Software 2026

26
Moneytree
Web $1,195 a year Record3.9 Visit
27
Morningstar Office

Morningstar Office is for financial advisors and firms that need portfolio accounting, analysis, reporting, rebalancing, billing, and client communication tools.

iPhone & iPadWeb — Record3.9 Visit
28
AdviceOS
Web — Record3.7 Visit
29
Plutosoft
Web — Record3.7 Visit
30
intelliflo office
WebAPI — Record3.6 Visit
31
Orion Advisor Technology
AndroidiPhone & iPadWeb — Record2.9 Visit

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