FinStak

7.1easy start · #3 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $60/mo.

FinStak is ranked #3 of 31 in financial advisor software on The Geeks Club. It runs on Android, iOS, Web. A free trial is offered. Paid plans start at $60/mo.

FinStak plans and pricing

All plans

Basic $60/mo $60 /user/month; $70 month-to-month; $500 setup fee CRM Only finstak.com · 29 Sept 2026

Pro $80/mo $80 /user/month; $90 month-to-month; $1,000 setup fee Includes Basic · FinStak Forms · FinStak Survey · FinStak Projects finstak.com · 29 Sept 2026

Premier $100/mo $100 /user/month; $125 month-to-month; $2,000 setup fee Includes Pro · FinStak Analytics finstak.com · 29 Sept 2026

Compared on financial advisor software

Free plan: Yes
Paid from: $60/user/mo
Financial planning: Yes
Compliance workflows: Yes
Document vault: Yes

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The record

Product: FinStak is a CRM built for financial advisory practices, based on Zoho’s CRM platform.
Lead and deal management: The CRM tracks leads through a sales funnel and supports multiple pipelines and stages for deals.
Automation: Workflows can send email notifications, create tasks, and update fields.
Security controls: FinStak lists audit logs, two-factor authentication, regular data backups, and role and profile permissions.
Backups: The product includes two free data backups per month, and users can choose the backup frequency and day of the week.
Marketing: Built-in email marketing supports templates, drip campaigns, one-off emails, and campaign delivery and read tracking.
Surveys and forms: Users can embed web forms to collect leads and send surveys whose responses appear in CRM contact records.
Calendar integrations: FinStak says users can sync calendars and tasks with Microsoft365 or Google.
Project management: FinStak Projects supports project tracking with Gantt charts, tasks, issues, and milestones.
Mobile: FinStak states that its mobile application is available for iOS and Android.
Who it serves: The site identifies independent financial advisors, planners, solo advisors, ensemble practices, registered investment advisory firms, enterprise firms, broker-dealers, and wealth management firms as audiences.
Trial and demo: The site advertises a 14-day free trial with no credit card required and a live web-conference demo of about 30 minutes with Q&A.
Support: The site lists a Contact Help Desk option and says its Help Center is coming soon.
Company background: The About page names founder Mahesh “MO” Odhrani and says FinStak is an authorized Zoho partner focused on financial advisors, planners, and registered investment advisors.
Price from: $60/mo

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#3 of 31

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Sources

finstak.com· checked 29 Sept 2026
finstak.com/features/sales-automation· checked 29 Sept 2026
finstak.com/features· checked 29 Sept 2026
finstak.com/aboutus· checked 29 Sept 2026
finstak.com/pricing· checked 29 Sept 2026