What does AI recommend for financial advisor practice management software?

eMoney Advisor has risen to the top recommendation for financial planning software in AI-generated answers. The space has seen a dynamic reshuffle, with MoneyGuidePro also gaining significant ground while former leader RightCapital has seen its prominence decrease.

Which financial advisor practice management software brands appear most in AI answers?

Across 2,199 AI responses, Wealthbox is mentioned most, named in 37% of them, followed by Redtail Technology (35%) and eMoney Advisor (34%).

How does Parse rank these brands?

Parse measures each brand's mention rate — the share of answers naming it — across 2,199 AI responses to this market's buyer questions. Answers are collected daily and the ranking is published weekly.

How does a brand enter this ranking?

Brands enter the ranking when AI answers mention them. Parse collects answers daily and publishes the re-measured set weekly, so new brands appear as AI starts recommending them.

Best financial advisor practice management software, according to AI

Data as of Aug 25, 2026 · Based on 2,199 AI responses · See how Parse measures this

Financial Advisor Practice Management Software

413 brands

ParseChatGPT + Google AI

Parse

https://parse.gl

Measured across ChatGPT & Google AI

Best Financial Advisor Practice Management Software, According to ChatGPT & Google AI | Parse

#	Brand	What AI says	Mention rate
1	WealthboxKnown for its modern, intuitive, and user-friendly advisor CRM.	Known for its modern, intuitive, and user-friendly advisor CRM.	37%
2	Redtail TechnologyA widely used, industry-standard CRM for independent advisors.	A widely used, industry-standard CRM for independent advisors.	35%
3	eMoney AdvisorThe leading choice for comprehensive, cash-flow-based financial planning.	The leading choice for comprehensive, cash-flow-based financial planning.	34%
4	RightCapitalA modern platform with strong tax-planning and scenario modeling.	A modern platform with strong tax-planning and scenario modeling.	33%
5	Orion Advisor SolutionsThe go-to platform for portfolio management and integrated advisor workflows.	The go-to platform for portfolio management and integrated advisor workflows.	32%
6	SalesforceAn enterprise-grade CRM, but less frequently recommended for new practices over time.	An enterprise-grade CRM, but less frequently recommended for new practices over time.	28%
7	MoneyGuideProPraised for goals-based planning and engaging, client-friendly visuals.	Praised for goals-based planning and engaging, client-friendly visuals.	27%
8	EnvestnetA full-suite wealth management platform for RIAs, including Tamarac.	A full-suite wealth management platform for RIAs, including Tamarac.	24%
9	Advyzon		21%
10	SS&C Black Diamond		20%
11	AddeparSpecialized for high-net-worth clients and complex portfolio reporting.	Specialized for high-net-worth clients and complex portfolio reporting.	19%
12	HubSpotThe dominant recommendation for general marketing automation and lead generation.	The dominant recommendation for general marketing automation and lead generation.	18%
13	WealthTrace		16%
14	AdvisorEngine		15%
15	Charles Schwab		12%
16	Income Laboratory		12%
17	FMG Suite		9%
18	ProjectionLab		9%
19	Zoho		8%
20	Altruist		8%
21	Snappy Kraken		8%
22	ActiveCampaign		8%
23	Fidelity Investments		8%
24	Practifi		7%
25	Nitrogen		7%
26	Morningstar		7%
27	Koyfin		7%
28	Investcloud		5%
29	Intuit		5%
30	RetireReady		5%
31	AdvisorStream		5%
32	Advisor360		5%
33	Microsoft		4%
34	BNY Mellon		4%
35	Moneytree		4%
36	SmartAsset		4%
37	FP Alpha		4%
38	Holistiplan		4%
39	LPL Financial		3%
40	Asset-Map		3%
41	Keap		3%
42	AssetBook		3%
43	Snap Projections		3%
44	LeadCenter		3%
45	Masttro		2%
46	Betterment		2%
47	Portfolio Visualizer		2%
48	Black Diamond		2%
49	MaxiFi		2%
50	TradePMR		2%
51	AssetMark		2%
52	Docusign		2%
53	YCharts		2%
54	RFG Advisory		2%
55	Constant Contact		2%
56	Panoramix Financial		2%
57	Levitate		2%
58	Kwanti		2%
59	Calendly		2%
60	CAIS Group		1%
61	Qwil Messenger		1%
62	Pontera		1%
63	Investipal		1%
64	Docupace		1%
65	OutboundEngine		1%
66	GeoWealth		1%
67	Dynasty Financial Partners		1%
68	RetirementView Pro		1%
69	Zocks		1%
70	Altitude		1%
71	Boldin Advisors		1%
72	Zapier		1%
73	FusionIQ		<1%
74	SmartVault		<1%
75	Drip		<1%
76	Retirement Analyzer		<1%
77	FactSet		<1%
78	NetHunt CRM		<1%
79	BIGContacts		<1%
80	AdvisorX AI		<1%
81	Pipedrive		<1%
82	Pralana Retirement Calculator		<1%
83	Black Diamond Equipment		<1%
84	SideDrawer		<1%
85	Ebix SmartOffice		<1%
86	Voyant		<1%
87	Hootsuite		<1%
88	Advisor Intelligence		<1%
89	MoneyTree Inc		<1%
90	UGRU		<1%
91	Empower		<1%
92	Smarsh		<1%
93	OnceHub		<1%
94	Comply		<1%
95	OneVest		<1%
96	ReachStack		<1%
97	SS&C Technologies		<1%
98	SEI Investments		<1%
99	Buffer		<1%
100	Axos Advisor Services		<1%