Orion is a powerful project management software with advanced features for team collaboration and task tracking.
$25/month
Best Advisor360° Alternatives ranked by AI · updated Aug 2026
Advisor360° is a wealth-management technology platform that gives financial professionals unified access to client, account, planning, and practice information. It is built primarily for broker-dealers and enterprise wealth organizations seeking a connected advisor experience.
Top 6 Advisor360° alternatives
Wealthbox is a web-based CRM software designed for financial advisors with features like contact management, task management, and integrations with popular tools.
Starting at $35 per user per month
Broadridge Advisor Portal is a web-based workspace for financial advisors to access client, account, portfolio, and practice information connected to Broadridge wealth-management...
Pros
- Integrates with Broadridge's broader wealth-management and brokerage infrastructure
- Centralizes advisor access to operational and client information
- Suitable for enterprise broker-dealer and wealth-management environments
Cons
- Primarily targeted at enterprise institutions rather than independent advisors
- Pricing and implementation details are not publicly transparent
- User experience can depend heavily on the firm's Broadridge configuration
eMoney is financial planning software for advisors that combines account aggregation, planning models, client collaboration, and financial data management. It can incorporate...
Pros
- More complete financial planning environment than Proformex
- Combines planning, aggregation, workflows, and client portals
- Suitable for larger advisory firms with comprehensive planning practices
Cons
- Less focused on detailed life-policy monitoring
- Insurance workflows are not its primary strength
- Typically requires more implementation and training than Proformex
5
Practifi
Practifi
Practifi is a wealth management CRM and practice-management platform built on Salesforce for financial advisory firms. It centralizes client relationships, workflows, service...
Pros
- Strong CRM and workflow automation for growing advisory firms
- Highly configurable for different service models and operating processes
- Benefits from Salesforce integrations and ecosystem connectivity
Cons
- Portfolio accounting and investment functionality may require integrations
- Implementation is typically more involved than WealthERP
- Pricing is not publicly listed
6
Envestnet Tamarac
Envestnet
Envestnet Tamarac is a portfolio management and reporting platform for registered investment advisors and wealth-management firms. It supports trading workflows, billing, performance...
Pros
- More mature advisor trading and rebalancing workflows than Valuefy
- Strong householding, billing, and client-reporting capabilities
- Integrates with the wider Envestnet wealth technology ecosystem
Cons
- Best fit is generally firms operating in the United States
- Implementation and integration can be demanding for smaller firms
- Less focused on highly customized emerging-market deployments
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