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Morningstar Office vs Xplan

Morningstar Office

8.1 #10 in Portfolio Management Software

About Morningstar Office

Xplan

7.8 #23 in Portfolio Management Software

About Xplan
Morningstar OfficeXplan
PlatformsiOS, WebAndroid, api, iOS, Web
Free planNo
Asset class coveragemulti_asset_alternatives
Performance reportingYes
Allocation analysisYes
Risk analysisYes
Tax-lot trackingYes
Client portalYes
Cash-flow modelingYes
Goal planningYes
Tax planningYes
Scenario analysisYes
Insurance planningYes
Investment planningYes

Listed together in Best Portfolio Management SoftwareBest Financial Advisor Software