EVPro
6.6#16 in financial planning softwareAndroidiOSWebmacOS
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| Fact | EVPro | ProjectionLab |
|---|---|---|
| Founded | 1993 | 2021 |
| Integrations | The 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. |
| Purpose | EVPro 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. |
You want what its maker publishes above — check its page for the details.
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.