Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitSnowball Analytics vs Xplan
What both publish
| Fact | Snowball Analytics | Xplan |
|---|---|---|
| Founded | 2021 | 1993 |
| Headquarters | Lyon, France | Melbourne, Victoria, Australia |
| Purpose | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. | Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice. |
| Security | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. | An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified. |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Xplan plans
- XplanPriced on request
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.
Pick Xplan if…
Xplan suits financial advice and wealth firms of different sizes, including practices seeking standard tools and firms needing customised modules and hosting. It supports several advice delivery channels, including online and telephone-based advice.