Best Fin365 Alternatives in 2026
Updated
20 platforms from financial advisor software ranked against Fin365 on the same published basis.
- 1Fin365 vs Conquest
- 3Fin365 vs FinStak
- 4Fin365 vs MoneyGuide
- 5Fin365 vs eMoney Advisor
- 6Fin365 vs One Adviser
- 7Fin365 vs RightCapital
- 8Fin365 vs Redtail CRM
- 9Fin365 vs Snap Projections
- 10Fin365 vs Verra for Advisors
- 11Fin365 vs Wealthbox
- 12Fin365 vs Xplan
- 13Fin365 vs AdvisorEngine CRM
- 14Fin365 vs Meridian Planning
- 15Fin365 vs Fiducio
- 16Fin365 vs Orion Portfolio Accounting
- 17Fin365 vs Investwell Mint
- 18Fin365 vs AdviceOS
- 19Fin365 vs Practifi
- 20Fin365 vs Advyzon
- 21Fin365 vs intelliflo office
Fin365 alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 7.5 | No | — | API, Web |
| 3 | FinStak | 7.1 | No | $60/mo | Android, iOS, Web |
| 4 | MoneyGuide | 7.1 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 5 | eMoney Advisor | 6.8 | No | — | Android, API, iOS, Web |
| 6 | One Adviser | 6.8 | No | A$29/mo | Web |
| 7 | RightCapital | 6.8 | No | $12.50/mo | Android, iOS, Web |
| 8 | Redtail CRM | 6.7 | No | $3.25/mo | Web, iOS, Android |
| 9 | Snap Projections | 6.7 | No | $15/mo | API, Web |
| 10 | Verra for Advisors | 6.7 | No | $24.92/mo | Web |
| 11 | Wealthbox | 6.7 | No | — | Web, iOS, Android |
| 12 | Xplan | 6.7 | No | — | Android, API, iOS, Web |
| 13 | AdvisorEngine CRM | 6.5 | No | $5.75/mo | Android, iOS, Web |
| 14 | Meridian Planning | 6.5 | No | $49/mo | — |
| 15 | Fiducio | 6.4 | No | — | Web |
| 16 | Orion Portfolio Accounting | 6.4 | No | $1083.33/mo | Android, API, iOS, Web |
| 17 | Investwell Mint | 6.2 | No | ₹2083.33/mo | Android, iOS, Web |
| 18 | AdviceOS | 6.1 | No | — | Web |
| 19 | Practifi | 6.0 | No | $135/mo | Android, API, iOS, Web |
| 20 | Advyzon | 5.9 | No | — | Web |
| 21 | intelliflo office | 5.8 | No | — | API, Web |
Make your platform an alternative to Fin365
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about Fin365 alternatives
What is the best alternative to Fin365?
Conquest, number 1 in financial advisor software with a score of 7.5 out of 10. The others here: FinStak, MoneyGuide, eMoney Advisor and 16 more.
Is there a free alternative to Fin365?
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.