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
$3/molowest paid tier
8 Oct 2026last checked
Financial Advisor Software, ranked on how quickly a newcomer can get going. 0 of the 6 on this page can be tried for free.
- 26 intelliflo office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 27 Morningstar Office
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 28 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
- 29 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
- 30 RazorPlan
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 31 VoyantPaid from $3/mo
- 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 6 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 26 | intelliflo office | 5.8 | No | — | — | — | Yes | Yes |
| 27 | Morningstar Office | 5.8 | No | — | No | — | — | — |
| 28 | Advisor360° CRM | 5.5 | No | — | — | — | — | — |
| 29 | Dynamic Planner | 5.4 | No | — | No | — | Yes | — |
| 30 | RazorPlan | 5.4 | No | — | No | — | — | Yes |
| 31 | Voyant | 5.2 | No | $3/mo | No | — | Yes | — |
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