IncomePro
6.2#14 in retirement planning softwareFrom $99 a monthWeb
VisitIncomePro vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | IncomePro | ProjectionLab |
|---|---|---|
| Purpose | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| Security | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. | 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. |
IncomePro plans
- Starter$99 a month
- Professional$199 a month
- EnterprisePriced on request
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 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 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.