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Best Wealth Management 2026
Facts read 20 Sep 2026 – 15 Oct 2026
Wealth management software helps advisers organize portfolios, build financial plans, share client information and produce reports. It can support work across investment operations and client service.
The standings: top 10
| Name | In a line | Record score | Runs on | Facts read |
|---|---|---|---|---|
| 01 FundCount | 5.7 | Android, iPhone & iPad, Web, Windows | 15 Oct 2026 | |
| 02 MoneyGuide | MoneyGuide is for financial advisors who plan with clients and need goal, scenario, and tax-planning tools. | 5.5 | iPhone & iPad, Web, Windows, Mac | 15 Oct 2026 |
| 03 RightCapital | RightCapital suits financial advisors who need retirement, tax, and scenario planning tools alongside client-facing summaries and a portal. | 5.0 | Android, iPhone & iPad, Web | 2 Oct 2026 |
| 04 eMoney Advisor | eMoney Advisor is intended for financial advisors, including those serving banks, broker-dealers, and registered investment advisors. | 4.4 | Android, iPhone & iPad, Web, API | 3 Oct 2026 |
| 05 Addepar | Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators. | 4.2 | Android, iPhone & iPad, Web, API | 8 Oct 2026 |
| 06 Advisor360° CRM | It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows. | 4.2 | Android, iPhone & iPad, Web, API | 15 Oct 2026 |
| 07 Advyzon | Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform. | 4.2 | Android, iPhone & iPad, Web | 10 Oct 2026 |
| 08 Masttro | Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms. | 4.2 | Android, iPhone & iPad, Web | 8 Oct 2026 |
| 09 WealthSpectrum | WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices. | 4.1 | Android, iPhone & iPad, Web, API | 30 Sep 2026 |
| 10 Croesus Advisor | 3.7 | Web | 11 Oct 2026 |
Use this list to compare free plans, paid pricing, portfolio and planning features, client portals, reporting, custodian integrations and mobile access. Check whether a product runs on web, iOS, Android, an API, self-hosted systems or Windows, and review the maker's current figures as the list refreshes nightly.
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 Record4.4 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 — Record4.1 Visit WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.
12
Temenos Wealth Front Office
WebAPISelf-hosted — Record3.6 Visit The system suits financial institutions and wealth management teams serving clients from ultra-high-net-worth to mass affluent segments.
Before you choose
Check the cost and trial terms
Look for a free plan before comparing paid tiers. eMoney Advisor and MoneyGuide state that they have no free plan, while pricing for those products is available on request.
RightCapital lists a $149.95 per month starting price and a 14-day trial. Orion Advisor Technology lists pricing from $13,000 per year. Trial access can help you review a product before committing.
Match the work you need to run
Compare portfolio management with financial planning, then check client portal and portfolio reporting features. These areas show whether a product fits investment oversight, planning conversations and client communication.
Addepar, Advisor360° CRM, Advyzon, Croesus Advisor, FundCount, Masttro, Praemium and other tools on the list can differ in the functions they publish. Confirm the maker's stated capabilities for your workflow.
Review custodian integrations
Custodian integrations can affect how account information moves into portfolio and reporting workflows. Check the integrations a product documents before choosing it.
FNZ Portfolio Manager lists multi-asset and alternatives coverage. Compare that scope with the assets and custodians your practice supports.
Choose platforms that fit your setup
The list includes products that run on web, iOS, Android, APIs, self-hosted systems or Windows. Match platform support to the devices and systems used by advisers and clients.
Orion Advisor Technology lists Android, iOS and web access. Praemium lists web access. Check the maker's current platform details for deployment requirements.
Questions
Do wealth management tools offer free trials?
A free trial is offered by items on this list. RightCapital lists a 14-day trial. Trial terms vary, so confirm the current offer before signing up.
Which products list a free plan?
Free-plan availability is a comparison field on this list. eMoney Advisor and MoneyGuide state that they do not offer a free plan.
How much does Orion Advisor Technology cost?
Orion Advisor Technology lists pricing from $13,000 per year and supports Android, iOS and web platforms.
What platforms can these tools use?
Platforms represented on the list include web, iOS, Android, API, self-hosted and Windows. Product support differs, so check the maker's current platform details.
Can I compare portfolio and planning features?
Yes. The comparison covers portfolio management, financial planning, client portals and portfolio reporting, along with pricing, integrations and mobile access.
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