Best AdvisorEngine CRM Alternatives in 2026
Updated
20 platforms from financial advisor software ranked against AdvisorEngine CRM on the same published basis.
- 1AdvisorEngine CRM vs Conquest
- 2AdvisorEngine CRM vs Xplan
- 3AdvisorEngine CRM vs Dynamic Planner
- 4AdvisorEngine CRM vs Orion Portfolio Accounting
- 5AdvisorEngine CRM vs Snap Projections
- 6AdvisorEngine CRM vs eMoney Advisor
- 7AdvisorEngine CRM vs intelliflo office
- 8AdvisorEngine CRM vs Practifi
- 9AdvisorEngine CRM vs Worksorted
- 10AdvisorEngine CRM vs Fiducio
- 11AdvisorEngine CRM vs Fin365
- 12AdvisorEngine CRM vs Plutosoft
- 13AdvisorEngine CRM vs FinStak
- 14AdvisorEngine CRM vs Advisor360° CRM
- 16AdvisorEngine CRM vs MoneyGuide
- 17AdvisorEngine CRM vs One Adviser
- 18AdvisorEngine CRM vs Voyant
- 19AdvisorEngine CRM vs AdviceOS
- 20AdvisorEngine CRM vs Income Lab
- 21AdvisorEngine CRM vs Investwell Mint
AdvisorEngine CRM alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 7.3 | No | — | API, Web |
| 2 | Xplan | 7.0 | No | — | Android, API, iOS, Web |
| 3 | Dynamic Planner | 6.8 | No | £0.67/mo | Android, API, iOS, Web |
| 4 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 5 | Snap Projections | 6.8 | No | $15/mo | API, Web |
| 6 | eMoney Advisor | 6.7 | No | — | Android, API, iOS, Web |
| 7 | intelliflo office | 6.7 | No | — | API, Web |
| 8 | Practifi | 6.7 | No | $135/mo | Android, API, iOS, Web |
| 9 | Worksorted | 6.7 | No | — | Android, API, iOS, Web |
| 10 | Fiducio | 5.6 | No | — | Web |
| 11 | Fin365 | 5.6 | No | — | Web |
| 12 | Plutosoft | 5.6 | No | — | Web |
| 13 | FinStak | 5.5 | No | $60/mo | Android, iOS, Web |
| 14 | Advisor360° CRM | 5.4 | No | — | Android, iOS, Web |
| 16 | MoneyGuide | 5.4 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 17 | One Adviser | 5.4 | No | A$29/mo | Web |
| 18 | Voyant | 5.4 | No | $3/mo | Web |
| 19 | AdviceOS | 5.3 | No | — | Web |
| 20 | Income Lab | 5.3 | No | $80/mo | Web |
| 21 | Investwell Mint | 5.3 | No | ₹2083.33/mo | Android, iOS, Web |
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Questions about AdvisorEngine CRM alternatives
What is the best alternative to AdvisorEngine CRM?
Conquest, number 1 in financial advisor software with a score of 7.3 out of 10. The others here: Xplan, Dynamic Planner, Orion Portfolio Accounting and 16 more.
Is there a free alternative to AdvisorEngine CRM?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives 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.