Elements
7.0#11 in financial planning softwareFrom $149 a monthFree planAndroidiOSWeb
VisitElements vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Elements | ProjectionLab |
|---|---|---|
| Integrations | Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
Elements plans
- StartingFree
- Core$149 a month
- Pro$299 a month
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick Elements if…
Elements suits advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice. It may be useful for advisors who want client tracking, reporting, and progress summaries in one platform.
Pick ProjectionLab if…
ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.