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EVPro vs ProjectionLab

EVPro

6.6#16 in financial planning software
AndroidiOSWebmacOS
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ProjectionLab logo

ProjectionLab

8.0#2 in retirement planning softwareFrom $129 a year
Free planAndroidiOSWebAPI
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What both publish

FactEVProProjectionLab
Founded19932021
IntegrationsThe product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ.Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations.
PurposeEVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans.ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future.

EVPro plans

  • EVProPriced on request

ProjectionLab plans

  • BasicFree
  • Premium$129 a year
  • Pro$549 a year

Pick EVPro if…

You want what its maker publishes above — check its page for the details.

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.

Charts they share