Side by side
Elements vs MyPlan
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidiPhoneWeb
Elements combines client financial summaries, tracking, and advisor communication workflows. Its free plan has a five-client limit, while paid plans are month-to-month.
Visit Elements
Free plan Web
MyPlan combines portfolio tracking, goals, retirement scenarios and estate planning, with tools for both individuals and advisors. The Individual Plan is free, while Advisor Plan pricing is on request.
Visit MyPlanThe facts
| Elements | MyPlan | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Web |
| Lowest paid plan | Core: $149 a month | Free or on request |
| Plans published | 3 | 2 |
| Maker | Not published | Not published |
| Website | getelements.com | myplanapp.app |
| On financial planning software | #2 of 34 | #6 of 34 |
Elements: what it does well
- Financial Vitals summarize a client’s story in 11 metrics
- Scorecard supports client comparison and filtering
- One-Page Plans and automated progress reports are available
- Plans are month-to-month with no annual contract
What to know first
- Starting plan is limited to five clients
- Core costs $149/mo and Pro costs $299/mo
- AI Connections beta is limited to eligible firms with AI enabled
MyPlan: what it does well
- Tracks net worth across asset classes and currencies
- Models retirement readiness with scenario analysis
- Provides secure document storage and estate planning tools
- Allows revocable sharing of read-only summaries with advisors
What to know first
- Available on the web only
- Users enter financial information themselves
- Advisor Plan pricing is available on request
- Does not offer tax or insurance planning
Alternatives to Elements Alternatives to MyPlan The whole list