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by FundCount From $4,000 a year AndroidiPhone & iPadWebWindowsMacLinux+2
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Best Wealth Management 2026
Every product here is ranked by Samsung Mobile US Press's record score: what its maker publishes about it, where it runs (Android first), whether it is free to try, and how recently the facts were read.
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
RightCapital
RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal.
AndroidiPhone & iPadWeb Record5.0 Visit
04
eMoney Advisor
eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors.
AndroidiPhone & iPadWeb+1 Record4.5 Visit
05
Addepar
Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
AndroidiPhone & iPadWeb+1 Record4.2 Visit
6
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.
7
Advyzon
AndroidiPhone & iPadWeb — Record4.2 Visit Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.
8
Masttro
AndroidiPhone & iPadWeb — Record4.2 Visit Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.
9
WealthSpectrum
AndroidiPhone & iPadWeb+2 — Record4.2 Visit WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.
12
Temenos Wealth Front Office
WebAPISelf-hosted — Record3.7 Visit The system suits financial institutions and wealth management teams serving clients from ultra-high-net-worth to mass affluent segments.
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