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myprosperity gives accounting and advice firms a shared space to work with clients across household finances. Firms can make branded digital forms and use DocuSign signing, while Rooms combines chat, uploads and collaboration with clients and outside professionals. Clients can track balances, household income and spending, budgets and goals, and store documents. Live feeds can bring in current information from banks, property, cars, planning and investment platforms. There is a free Starter option; Connect costs A$279 a month with a 12-month commitment, and the service is available on Android, iOS and web.

  1. 1

    Betterment

    Paid AndroidiPhoneWeb

    Investors seeking managed portfolios, cash products and retirement planning — Betterment centers on investing, cash management and retirement planning, while myprosperity centers on an adviser-client portal and household financial tools.

    5.9 Free plan · paid from $5/mo Visit site
  2. 2

    Boldin

    Free plan AndroidAPIiPhone+1

    Individuals building and stress-testing household financial plans — Boldin adds household projections and Monte Carlo stress tests, while myprosperity combines client collaboration, live feeds and document signing.

    7.7 Free plan · paid from $144/yr · 14-day trial Visit site
  3. 3

    Elements

    Free plan AndroidiPhoneWeb

    Advisers tracking client financial health and progress — Elements emphasizes 11-metric Financial Vitals, client Scorecards and progress reports rather than myprosperity’s broader household portal tools.

    7.4 Free plan · paid from $149/mo Visit site
  4. 4

    FE CashCalc

    Free trial AndroidAPIiPhone+2

    Advisers creating detailed lifetime cash-flow plans — FE CashCalc adds deterministic, stochastic and gross cash-flow modelling plus 35+ calculators, while myprosperity focuses on portal collaboration.

    6.4 From £75/mo Visit site
  5. 5

    Pocket Risk

    Free trial AndroidiPhoneWeb

    Advisers assessing clients’ investment risk tolerance — Pocket Risk specializes in risk questionnaires and personalized reports, unlike myprosperity’s client portal, household tools and live feeds.

    5.8 14-day trial Visit site
  6. 6

    ProjectionLab

    Free plan AndroidAPIExtension+2

    Individuals modelling retirement and international scenarios — ProjectionLab models personal financial and retirement scenarios, including international tax presets, but does not directly link financial accounts.

    7.0 Free plan · paid from $129/yr · 7-day trial Visit site
  7. 7

    AstuteWheel

    Paid Web

    Australian advice practices combining engagement and practice tools — AstuteWheel adds practice management, questionnaires and visual cash-flow modelling, but it does not produce SOA or ROA documents.

    5.7 Visit site
  8. 8

    MyOwnFP

    Free plan Web
    6.8 Free plan · paid from 40/yr Visit site
  9. 9

    MyPlan

    Free plan Web
    6.8 Free plan · pricing on request Visit site
  10. 10

    Scenarios

    Free plan Web
    6.5 Free plan · paid from £6/mo (annual) Visit site
  11. 11

    eMoney Advisor

    Free trial AndroidAPIiPhone+1
    6.4 Pricing on request Visit site
  12. 12

    EVPro

    Free trial AndroidiPhoneMac+2
    6.4 Pricing on request Visit site
  13. 13

    Conquest

    Free trial APIWeb
    6.2 Pricing on request · 14-day trial Visit site
  14. 14

    MaxiFi

    Free trial AndroidiPhoneLinux+3
    6.2 From $109/yr Visit site
  15. 15

    MoneyGuide

    Free trial APIiPhoneMac+2
    6.2 Pricing on request Visit site
  16. 16

    Dynamic Planner

    Paid AndroidAPIiPhone+1
    6.0 From £80/mo Visit site
  17. 17

    Planswell

    Free plan AndroidiPhoneWeb
    5.9 Free plan Visit site
  18. 18

    FinCalc

    Free trial APIWeb
    5.8 Pricing on request Visit site
  19. 19

    PlanTechHub

    Free plan Web
    5.8 Free plan · paid from $5 Visit site
  20. 20

    RightCapital

    Free trial AndroidiPhoneWeb
    5.8 From $149.95/mo · 14-day trial Visit site
  21. 21

    LivePlan

    by LivePlan
    Paid AndroidiPhoneMac+2
    5.7 Free plan · paid from $15/mo (annual) Visit site
  22. 22

    Finjaro

    Paid Web
    5.4 Visit site
  23. 23

    Timeline

    Free trial Web
    5.4 From £142/mo Visit site
  24. 24

    Voyant

    Free trial Web
    5.4 From $150/mo Visit site

The alternatives below take different routes: some manage investments, some model long-term plans, and others give advisers focused tools for cash-flow projections, risk questionnaires or practice workflows. Switching may mean giving up the shared portal, financial feeds, document signing or collaboration that suits a firm’s client work. Compare those needs with each product’s planning scope, account connections, adviser tools, platform support and pricing. Also consider whether you need a service for individual planning or investment management rather than a firm-and-client portal.

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