Fidelity Planning & Guidance Center
6.0#18 in retirement planning softwareFree planFree planWeb
VisitFidelity Planning & Guidance Center vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Fidelity Planning & Guidance Center | ProjectionLab |
|---|---|---|
| Founded | 1946 | 2021 |
| Purpose | The center helps users assess retirement readiness, review investment strategies, and get a report with next steps to consider. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
Fidelity Planning & Guidance Center plans
- Free planFree
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick Fidelity Planning & Guidance Center if…
It may suit people who want to explore retirement scenarios, monitor financial goals, and review estimated retirement income online. People with foreign tax liability, significant margin debt, or certain legal proceedings may need other guidance.
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.