
ProjectionLab
8.0#2 in retirement planning softwareFrom $10.75 a monthFree planAndroidiOSWebAPI
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| Fact | ProjectionLab | Timeline |
|---|---|---|
| Founded | 2021 | 2018 |
| Integrations | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. | The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers. |
| Purpose | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| Security | 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. | The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
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.
You want what its maker publishes above — check its page for the details.