Best Financial Advisor Software in 2026
Updated
31 financial advisor software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
31ranked
0free plans on this page
$3.50/molowest paid tier
7 Oct 2026last checked
Financial Advisor Software, one module each. A lit port is something its maker publishes; 0 of the 6 on this page have a public API.
- 26 Dynamic Planner API not on recordOSS not on recordFREE not on recordDOCS 4.9
- 27 RazorPlan API not on recordOSS not on recordFREE not on recordDOCS 4.9
- 28 Kerdora API not on recordOSS not on recordFREE not on recordDOCS 4.8$3.50/mo
- 29 Moneytree API not on recordOSS not on recordFREE not on recordDOCS 4.8
- 30 Voyant API not on recordOSS not on recordFREE not on recordDOCS 4.8
- 31 Income Lab API not on recordOSS not on recordFREE not on recordDOCS 4.7
Compare all 6 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Client portal | Financial planning |
|---|---|---|---|---|---|---|---|---|
| 26 | Dynamic Planner | 4.9 | No | — | No | — | Yes | — |
| 27 | RazorPlan | 4.9 | No | — | No | — | — | Yes |
| 28 | Kerdora | 4.8 | No | $3.50/mo | No | — | Yes | — |
| 29 | Moneytree | 4.8 | No | — | No | — | Yes | — |
| 30 | Voyant | 4.8 | No | — | No | — | Yes | — |
| 31 | Income Lab | 4.7 | No | — | No | — | — | — |
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