IncomePro
6.2#14 in retirement planning softwareFrom $99 a monthWeb
VisitIncomePro vs MaxiFi
What both publish
| Fact | IncomePro | MaxiFi |
|---|---|---|
| Purpose | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. |
IncomePro plans
- Starter$99 a month
- Professional$199 a month
- EnterprisePriced on request
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
Pick IncomePro if…
IncomePro is purpose-built for retirement income advisors, including independent advisors and RIAs. It suits advisors needing projections, tax analysis, scenario testing, and client reports.
Pick MaxiFi if…
It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.