Planswell
5.2#34 in financial planning softwareAndroidiOSWeb
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Planswell suits people who want several financial-planning areas in one service. It also fits planners who need a client portal alongside mobile and web access.
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.