One Adviser vs Voyant

One Adviser

5.6 #18 in Financial Advisor Software

About One Adviser

Voyant

5.2 #30 in Financial Planning Software

About Voyant
One AdviserVoyant
Free planNoNo
Free trialYesYes
Paid fromA$29/mo$3/mo
Open sourceNoNo
PlatformsWebWeb
Free planNoNo
Client portalYesYes
Financial planningYes—
Proposal generationYes—
Compliance workflowsYes—
Document vaultYes—
Billing and invoicingYes—

Both are listed in Best Financial Advisor Software. On Samsung Mobile US Press, One Adviser scores higher on our published basis.