
Moneytree
5.9#25 in financial planning softwareFrom $1,195 a yearWeb
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| Fact | Moneytree | ProjectionLab |
|---|---|---|
| Security | Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States. | 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. |
You want what its maker publishes above — check its page for the details.
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.