NaviPlan
5.6#28 in financial planning softwareWeb
VisitNaviPlan vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | NaviPlan | ProjectionLab |
|---|---|---|
| Integrations | InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Purpose | NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| Security | InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems. | 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. |
NaviPlan plans
No prices published.
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick NaviPlan if…
It suits financial professionals and firms building plans with clients across multiple planning areas. Web access fits teams seeking browser-based planning and client participation.
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.