Best Meridian Planning Alternatives in 2026
Updated
20 platforms from financial advisor software ranked against Meridian Planning on the same published basis.
- 1Meridian Planning vs Conquest
- 2Meridian Planning vs Fin365
- 3Meridian Planning vs FinStak
- 4Meridian Planning vs MoneyGuide
- 5Meridian Planning vs eMoney Advisor
- 6Meridian Planning vs One Adviser
- 7Meridian Planning vs RightCapital
- 8Meridian Planning vs Voyant
- 9Meridian Planning vs Worksorted
- 10Meridian Planning vs Redtail CRM
- 11Meridian Planning vs Snap Projections
- 12Meridian Planning vs Verra for Advisors
- 13Meridian Planning vs Wealthbox
- 14Meridian Planning vs Xplan
- 15Meridian Planning vs Income Lab
- 16Meridian Planning vs AdvisorEngine CRM
- 18Meridian Planning vs Plutosoft
- 19Meridian Planning vs Advisor360° CRM
- 20Meridian Planning vs Fiducio
- 21Meridian Planning vs Orion Portfolio Accounting
Meridian Planning alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 7.5 | No | — | API, Web |
| 2 | Fin365 | 7.1 | No | — | 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 | Voyant | 6.8 | No | $3/mo | Web |
| 9 | Worksorted | 6.8 | No | — | Android, API, iOS, Web |
| 10 | Redtail CRM | 6.7 | No | $3.25/mo | Web, iOS, Android |
| 11 | Snap Projections | 6.7 | No | $15/mo | API, Web |
| 12 | Verra for Advisors | 6.7 | No | $24.92/mo | Web |
| 13 | Wealthbox | 6.7 | No | — | Web, iOS, Android |
| 14 | Xplan | 6.7 | No | — | Android, API, iOS, Web |
| 15 | Income Lab | 6.6 | No | $80/mo | Web |
| 16 | AdvisorEngine CRM | 6.5 | No | $5.75/mo | Android, iOS, Web |
| 18 | Plutosoft | 6.5 | No | — | Web |
| 19 | Advisor360° CRM | 6.4 | No | — | Android, iOS, Web |
| 20 | Fiducio | 6.4 | No | — | Web |
| 21 | Orion Portfolio Accounting | 6.4 | No | $1083.33/mo | Android, API, iOS, Web |
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Questions about Meridian Planning alternatives
What is the best alternative to Meridian Planning?
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 Meridian Planning?
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.