AdvisorEngine Alternatives (January 2026)

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.