Best Investwell Mint Alternatives in 2026
Updated
20 platforms from financial advisor software ranked against Investwell Mint on the same published basis.
- 1Investwell Mint vs Conquest
- 2Investwell Mint vs Xplan
- 3Investwell Mint vs Dynamic Planner
- 4Investwell Mint vs Orion Portfolio Accounting
- 5Investwell Mint vs Snap Projections
- 6Investwell Mint vs eMoney Advisor
- 7Investwell Mint vs intelliflo office
- 8Investwell Mint vs Practifi
- 9Investwell Mint vs Worksorted
- 10Investwell Mint vs Fiducio
- 11Investwell Mint vs Fin365
- 12Investwell Mint vs Plutosoft
- 13Investwell Mint vs FinStak
- 14Investwell Mint vs Advisor360° CRM
- 15Investwell Mint vs AdvisorEngine CRM
- 16Investwell Mint vs MoneyGuide
- 17Investwell Mint vs One Adviser
- 18Investwell Mint vs Voyant
- 19Investwell Mint vs AdviceOS
- 20Investwell Mint vs Income Lab
Investwell Mint 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 |
| 15 | AdvisorEngine CRM | 5.4 | No | $5.75/mo | 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 |
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Questions about Investwell Mint alternatives
What is the best alternative to Investwell Mint?
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 Investwell Mint?
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.