FinCalc
5.8#27 in financial planning softwareWebAPI
VisitFinCalc vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $10.75 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | FinCalc | ProjectionLab |
|---|---|---|
| Integrations | The integrations page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.” | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Purpose | FinCalc describes itself as financial planning software built for UK advisers. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| Security | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. | The maker states that data is encrypted in transit with HTTPS/TLS and at rest with AES-256, and that it uses multifactor authentication and SOC 2 aligned controls. |
FinCalc plans
No prices published.
ProjectionLab plans
- BasicFree
- BasicFree
- Premium$129 a year
- Premium$129 a year
- Pro$549 a year
- Pro$549 a year
Pick FinCalc if…
It is aimed at UK financial advisers, planning firms, and larger networks. Teams needing modelling, client engagement, reporting, integrations, or API access may suit it.
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.