Libretto
5.3#31 in financial planning softwareWeb
VisitLibretto vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $10.75 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Libretto | ProjectionLab |
|---|---|---|
| Integrations | Libretto says it syncs market data, balance sheet assets, liabilities, and other client information, but does not name specific integration partners on this page. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Privacy | Libretto says it does not sell user information and restricts access to employees and agents who help provide its services. | ProjectionLab says it does not sell planning data or use it for third-party advertising and lets users export or delete their data. |
| Security | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. | 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. |
Libretto plans
- LibrettoPriced on request
ProjectionLab plans
- BasicFree
- BasicFree
- Premium$129 a year
- Premium$129 a year
- Pro$549 a year
- Pro$549 a year
Pick Libretto if…
It suits RIAs, financial advisors, and family offices planning across investments and broader household resources. It is intended for professional advisors rather than individual clients.
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.