Best Planswell Alternatives in 2026
Updated
20 platforms from financial planning software ranked against Planswell on the same published basis.
- 1Planswell vs Boldin
- 2Planswell vs ProjectionLab
- 3Planswell vs Conquest
- 4Planswell vs myprosperity
- 5Planswell vs AstuteWheel
- 6Planswell vs Betterment
- 7Planswell vs FE CashCalc
- 8Planswell vs Elements
- 9Planswell vs MaxiFi
- 10Planswell vs MoneyGuide
- 11Planswell vs MyPlan
- 12Planswell vs eMoney Advisor
- 13Planswell vs RightCapital
- 14Planswell vs Xplan
- 15Planswell vs LivePlan
- 16Planswell vs Orion Portfolio Accounting
- 17Planswell vs EVPro
- 19Planswell vs PlanTechHub
- 20Planswell vs NaviPlan
- 21Planswell vs Cushion
Planswell alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Boldin | 7.7 | Free plan | $12/mo | Android, iOS, Web |
| 2 | ProjectionLab | 7.7 | Free plan | $10.75/mo | Android, API, iOS, Web |
| 3 | Conquest | 7.6 | No | — | API, Web |
| 4 | myprosperity | 7.3 | Free plan | A$14.95/mo | Android, iOS, Web |
| 5 | AstuteWheel | 7.2 | No | A$25/mo | Web |
| 6 | Betterment | 7.2 | Free plan | $0.05/mo | Android, iOS, Web |
| 7 | FE CashCalc | 7.2 | No | £80/mo | Android, iOS, Web |
| 8 | Elements | 7.1 | Free plan | $149/mo | Android, iOS, Web |
| 9 | MaxiFi | 7.1 | No | $12.42/mo | Android, iOS, Linux, Mac, Web, Windows |
| 10 | MoneyGuide | 7.1 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 11 | MyPlan | 7.0 | Free plan | Free | Web |
| 12 | eMoney Advisor | 6.9 | No | — | Android, API, iOS, Web |
| 13 | RightCapital | 6.9 | No | $12.50/mo | Android, iOS, Web |
| 14 | Xplan | 6.7 | No | — | Android, API, iOS, Web |
| 15 | LivePlan | 6.6 | No | $15/mo | Android, iOS, Mac, Web, Windows |
| 16 | Orion Portfolio Accounting | 6.3 | No | $1083.33/mo | Android, API, iOS, Web |
| 17 | EVPro | 6.2 | No | — | Web, iOS, Android, Mac, Windows |
| 19 | PlanTechHub | 6.1 | No | $90/mo | Web |
| 20 | NaviPlan | 5.9 | No | — | Web |
| 21 | Cushion | 5.8 | No | $10/mo | Web |
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Questions about Planswell alternatives
What is the best alternative to Planswell?
Boldin, number 1 in financial planning software with a score of 7.7 out of 10. The others here: ProjectionLab, Conquest, myprosperity and 16 more.
What is the best free alternative to Planswell?
Boldin is the best-ranked alternative with a free plan. 6 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.