myprosperity
7.9#5 in financial planning softwareFree planFree planAndroidiOSWebAPI
Visitmyprosperity vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | myprosperity | ProjectionLab |
|---|---|---|
| Founded | 2011 | 2021 |
| Integrations | The integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Purpose | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
myprosperity plans
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick myprosperity if…
It suits accounting and financial advice firms that want a shared client portal with financial tools, forms, and signing. Clients can use it to organize financial information and track budgets and goals.
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.