Best Financial Advisor Software in 2026
Updated
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
31ranked
0free plans on this page
4 Oct 2026last checked
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 26 Verra for Advisors No phone app RecognisedPhone appDocumentedFree plan 5.0 Client portal: YesProposal generation: Yes
- 27 Kerdora No phone app RecognisedPhone appDocumentedFree plan 4.9 Client portal: Yes
- 28 Meridian Planning No phone app RecognisedPhone appDocumentedFree plan 4.9 Financial planning: Yes
- 29 Moneytree No phone app RecognisedPhone appDocumentedFree plan 4.9 Client portal: Yes
- 30 Voyant No phone app RecognisedPhone appDocumentedFree plan 4.9 Client portal: Yes
- 31 Income Lab No phone app RecognisedPhone appDocumentedFree plan 4.8
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