Best AdvisorEngine CRM Alternatives in 2026
Updated
20 platforms from financial advisor software ranked against AdvisorEngine CRM on the same published basis.
- 1AdvisorEngine CRM vs Conquest
- 2AdvisorEngine CRM vs Fin365
- 3AdvisorEngine CRM vs FinStak
- 4AdvisorEngine CRM vs MoneyGuide
- 5AdvisorEngine CRM vs eMoney Advisor
- 6AdvisorEngine CRM vs One Adviser
- 7AdvisorEngine CRM vs RazorPlan
- 8AdvisorEngine CRM vs RightCapital
- 9AdvisorEngine CRM vs Voyant
- 10AdvisorEngine CRM vs Worksorted
- 11AdvisorEngine CRM vs Advyzon
- 12AdvisorEngine CRM vs Meridian Planning
- 13AdvisorEngine CRM vs Redtail CRM
- 14AdvisorEngine CRM vs Snap Projections
- 15AdvisorEngine CRM vs Verra for Advisors
- 16AdvisorEngine CRM vs Wealthbox
- 17AdvisorEngine CRM vs Xplan
- 18AdvisorEngine CRM vs Income Lab
- 20AdvisorEngine CRM vs Plutosoft
- 21AdvisorEngine CRM vs Advisor360° CRM
AdvisorEngine CRM alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 7.5 | API, Web | ||
| 2 | Fin365 | 7.1 | Web | ||
| 3 | FinStak | 7.1 | $60/mo | Android, iOS, Web | |
| 4 | MoneyGuide | 7.1 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 5 | eMoney Advisor | 6.8 | Android, API, iOS, Web | ||
| 6 | One Adviser | 6.8 | No | A$29/mo | Web |
| 7 | RazorPlan | 6.8 | No | $62.08/mo | Web |
| 8 | RightCapital | 6.8 | No | $12.50/mo | Android, iOS, Web |
| 9 | Voyant | 6.8 | No | $3/mo | Web |
| 10 | Worksorted | 6.8 | Android, API, iOS, Web | ||
| 11 | Advyzon | 6.7 | Android, iOS, Web | ||
| 12 | Meridian Planning | 6.7 | No | $49/mo | |
| 13 | Redtail CRM | 6.7 | No | $3.25/mo | Web, iOS, Android |
| 14 | Snap Projections | 6.7 | No | $15/mo | API, Web |
| 15 | Verra for Advisors | 6.7 | No | $24.92/mo | Web |
| 16 | Wealthbox | 6.7 | Web, iOS, Android | ||
| 17 | Xplan | 6.7 | Android, API, iOS, Web | ||
| 18 | Income Lab | 6.6 | No | $80/mo | Web |
| 20 | Plutosoft | 6.5 | Web | ||
| 21 | Advisor360° CRM | 6.4 | Android, iOS, Web |
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Questions about AdvisorEngine CRM alternatives
What is the best alternative to AdvisorEngine CRM?
Conquest, number 1 in financial advisor software with a score of 7.5 out of 10. The others here: Fin365, FinStak, MoneyGuide and 16 more.
Is there a free alternative to AdvisorEngine CRM?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.