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 Xplan
- 3Meridian Planning vs Orion Portfolio Accounting
- 4Meridian Planning vs Snap Projections
- 5Meridian Planning vs eMoney Advisor
- 6Meridian Planning vs intelliflo office
- 7Meridian Planning vs Practifi
- 8Meridian Planning vs Fiducio
- 9Meridian Planning vs Fin365
- 10Meridian Planning vs FinStak
- 11Meridian Planning vs AdvisorEngine CRM
- 12Meridian Planning vs MoneyGuide
- 13Meridian Planning vs One Adviser
- 14Meridian Planning vs AdviceOS
- 15Meridian Planning vs Investwell Mint
- 17Meridian Planning vs Redtail CRM
- 18Meridian Planning vs RightCapital
- 19Meridian Planning vs Verra for Advisors
- 20Meridian Planning vs Advyzon
- 21Meridian Planning vs Wealthbox
Meridian Planning 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 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 4 | Snap Projections | 6.8 | No | $15/mo | API, Web |
| 5 | eMoney Advisor | 6.7 | No | — | Android, API, iOS, Web |
| 6 | intelliflo office | 6.7 | No | — | API, Web |
| 7 | Practifi | 6.7 | No | $135/mo | Android, API, iOS, Web |
| 8 | Fiducio | 5.6 | No | — | Web |
| 9 | Fin365 | 5.6 | No | — | Web |
| 10 | FinStak | 5.5 | No | $60/mo | Android, iOS, Web |
| 11 | AdvisorEngine CRM | 5.4 | No | $5.75/mo | Android, iOS, Web |
| 12 | MoneyGuide | 5.4 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 13 | One Adviser | 5.4 | No | A$29/mo | Web |
| 14 | AdviceOS | 5.3 | No | — | Web |
| 15 | Investwell Mint | 5.3 | No | ₹2083.33/mo | Android, iOS, Web |
| 17 | Redtail CRM | 5.3 | No | $3.25/mo | Web, iOS, Android |
| 18 | RightCapital | 5.3 | No | $12.50/mo | Android, iOS, Web |
| 19 | Verra for Advisors | 5.3 | No | $24.92/mo | Web |
| 20 | Advyzon | 5.2 | No | — | Web |
| 21 | Wealthbox | 5.2 | No | — | Web, iOS, Android |
Make your platform an alternative to Meridian Planning
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about Meridian Planning alternatives
What is the best alternative to Meridian Planning?
Conquest, number 1 in financial advisor software with a score of 7.3 out of 10. The others here: Xplan, Orion Portfolio Accounting, Snap Projections 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 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.