MyPlan
6.7#15 in financial planning softwareFree planFree planWeb
VisitMyPlan vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | MyPlan | ProjectionLab |
|---|---|---|
| Estate planning | Estate tools organize beneficiaries, asset distributions, and legal documents. | The product can model net legacy and estimate estate taxes and costs. |
| Purpose | MyPlan is a financial-planning platform for individuals and advisors in the SADC region. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| Security | MyPlan states that data is encrypted at rest and in transit and protected by row-level security and JWT-validated sessions. | 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. |
MyPlan plans
- Individual PlanFree
- Advisor PlanPriced on request
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick MyPlan if…
MyPlan suits individuals planning goals, retirement, and estate details, as well as advisors managing multiple client portfolios. It is relevant to users who prefer to enter financial data themselves and share read-only summaries with advisors.
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.