Best Financial Advisor Software in 2026
Updated
In short: Conquest is ranked #1 of 31 as of 4 October 2026, ahead of Fin365 and FinStak. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial advisor software can support client planning as well as the operational work behind an advisory practice. Compare financial planning and proposal generation with client portals, document vaults, and compliance workflows. Billing and invoicing can be another important part of the workflow; free-plan availability and paid-from pricing add cost details to consider. Fin365, FinStak, and MoneyGuide are among the options shown. As you compare them, consider which capabilities support the work you do directly with clients and which help manage the processes that keep your practice running.
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Financial Advisor Software, ranked on how quickly a newcomer can get going. 9 of the 25 on this page can be tried for free.
- 1 Conquest
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 2 Fin365
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 3 FinStakPaid from $60/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 4 MoneyGuidePaid from $33.33/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 5 eMoney Advisor
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 6 One AdviserPaid from A$29/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 7 RightCapitalPaid from $12.50/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 8 Redtail CRMPaid from $3.25/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 9 Wealthbox
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 10 Xplan
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 11 AdvisorEngine CRMPaid from $5.75/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 12 Orion Portfolio AccountingPaid from $1083.33/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 13 Fiducio
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 14 Investwell MintPaid from ₹2083.33/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 15 AdviceOS
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 16 PractifiPaid from $135/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 17 Advyzon
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 18 intelliflo office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 19 Morningstar Office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 20 Plutosoft
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 21 Snap Projections
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 22 Worksorted
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 23 Advisor360° CRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 24 Verra for Advisors
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 25 Dynamic Planner
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 1 | Conquest | 7.5 | No | — | No | — | Yes | — |
| 2 | Fin365 | 7.1 | No | — | — | — | Yes | Yes |
| 3 | FinStak | 7.1 | No | $60/mo | Yes | 60 /user/mo | — | Yes |
| 4 | MoneyGuide | 7.1 | No | $33.33/mo | — | — | Yes | — |
| 5 | eMoney Advisor | 6.8 | No | — | — | — | Yes | — |
| 6 | One Adviser | 6.8 | No | A$29/mo | No | — | Yes | Yes |
| 7 | RightCapital | 6.8 | No | $12.50/mo | No | — | Yes | — |
| 8 | Redtail CRM | 6.7 | No | $3.25/mo | No | 39 /user/mo | — | — |
| 9 | Wealthbox | 6.7 | No | — | No | — | — | — |
| 10 | Xplan | 6.7 | No | — | — | — | Yes | — |
| 11 | AdvisorEngine CRM | 6.5 | No | $5.75/mo | — | 69 /user/mo | Yes | — |
| 12 | Orion Portfolio Accounting | 6.4 | No | $1083.33/mo | — | — | Yes | Yes |
| 13 | Fiducio | 6.2 | No | — | Yes | — | Yes | Yes |
| 14 | Investwell Mint | 6.2 | No | ₹2083.33/mo | No | — | Yes | Yes |
| 15 | AdviceOS | 6.1 | No | — | — | — | Yes | Yes |
| 16 | Practifi | 6.0 | No | $135/mo | No | 135 /user/mo | Yes | — |
| 17 | Advyzon | 5.9 | No | — | — | — | — | — |
| 18 | intelliflo office | 5.8 | No | — | — | — | Yes | Yes |
| 19 | Morningstar Office | 5.8 | No | — | No | — | — | — |
| 20 | Plutosoft | 5.8 | No | — | — | — | Yes | Yes |
| 21 | Snap Projections | 5.6 | No | — | No | — | No | Yes |
| 22 | Worksorted | 5.6 | No | — | No | — | Yes | No |
| 23 | Advisor360° CRM | 5.5 | No | — | — | — | — | — |
| 24 | Verra for Advisors | 5.5 | No | — | No | — | Yes | — |
| 25 | Dynamic Planner | 5.4 | No | — | No | — | Yes | — |
Is your platform on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial advisor software is ranked first on The Geeks Club?
Conquest is ranked #1 of 31 with a score of 7.5. Fin365 is second and FinStak third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on. Paid placements never change a rank.