Best Financial Advisor Software in 2026
Updated
In short: Xplan is ranked #1 of 31 as of 3 October 2026, ahead of Orion Portfolio Accounting and eMoney Advisor. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial advisor software can support client-facing planning as well as the operational work behind an advisory practice. Compare financial planning, client portals, and document vaults, then weigh compliance workflows, billing and invoicing, and proposal generation against the way your team serves clients. Free-plan availability and paid-from pricing provide additional fit considerations. Xplan, intelliflo office, and Practifi begin the ranking, with RightCapital and eMoney Advisor among the following entries. Consider which combination of planning and practice workflows matters most to your work before comparing the listed capabilities.
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
| # | Platform | Score | Why | From | Free plan | Paid from | Client portal | |
|---|---|---|---|---|---|---|---|---|
| 1 | Xplan | 7.0 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 2 |  Orion Portfolio Accounting | 6.8 | RecognisedAPIDocumented | $1083.33/mo | — | — | Yes | View |
| 3 | eMoney Advisor | 6.7 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 4 |  intelliflo office | 6.7 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 5 | Practifi | 6.7 | RecognisedAPIDocumented | $135/mo | No | 135 /user/mo | Yes | View |
| 6 |  FinStak | 5.9 | RecognisedAPIDocumented | $60/mo | Yes | 60 /user/mo | — | View |
| 7 |  Fiducio | 5.5 | RecognisedAPIDocumented | — | Yes | — | Yes | View |
| 8 | AdvisorEngine CRM | 5.4 | RecognisedAPIDocumented | $5.75/mo | — | 69 /user/mo | Yes | View |
| 9 |  Fin365 | 5.4 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 10 | MoneyGuide | 5.4 | RecognisedAPIDocumented | $33.33/mo | — | — | Yes | View |
| 11 |  One Adviser | 5.4 | RecognisedAPIDocumented | A$29/mo | No | — | Yes | View |
| 12 | AdviceOS | 5.3 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 13 | Investwell Mint | 5.3 | RecognisedAPIDocumented | ₹2083.33/mo | No | — | Yes | View |
| 14 |  Redtail CRM | 5.3 | RecognisedAPIDocumented | $3.25/mo | No | 39 /user/mo | — | View |
| 15 | RightCapital | 5.3 | RecognisedAPIDocumented | $12.50/mo | No | — | Yes | View |
| 16 |  Advyzon | 5.2 | RecognisedAPIDocumented | — | — | — | — | View |
| 17 |  Wealthbox | 5.2 | RecognisedAPIDocumented | — | No | — | — | View |
| 18 | Morningstar Office | 5.1 | RecognisedAPIDocumented | — | No | — | — | View |
| 19 |  Plutosoft | 5.1 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 20 |  Snap Projections | 5.0 | RecognisedAPIDocumented | — | No | — | No | View |
| 21 |  Worksorted | 5.0 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 22 | Advisor360° CRM | 4.9 | RecognisedAPIDocumented | — | — | — | — | View |
| 23 | Conquest | 4.9 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 24 | Dynamic Planner | 4.9 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 25 |  RazorPlan | 4.9 | RecognisedAPIDocumented | — | No | — | — | View |
Is your platform on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial advisor software is ranked first on Inferse?
Xplan is ranked #1 of 31 with a score of 7.0. Orion Portfolio Accounting is second and eMoney Advisor third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.