Side by side
EVPro vs MyOwnFP
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 trial AndroidiPhoneMac+2
Choose EVPro if you advise clients and want risk, investment, cash-flow and portfolio tools in one planning solution. Its optional Solver and Review modules extend the core tools, while pricing requires a request; prospective users can book a demo to trial it.
Visit EVPro
Free plan Web
MyOwnFP focuses its planning tools on Canadian accounts, benefits, and taxes, with scenario comparisons and client sharing. Review the free-plan limit and data-retention terms when choosing a plan.
Visit MyOwnFPThe facts
| EVPro | MyOwnFP | |
|---|---|---|
| Free plan | Not published | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Mac, Web, Windows | Web |
| Lowest paid plan | Free or on request | Standard: $40 a year |
| Plans published | 1 | 3 |
| Maker | Not published | Not published |
| Website | ev.uk | myownfp.ca |
| On financial planning software | #9 of 34 | #5 of 34 |
EVPro: what it does well
- Models expenses across more than 1,000 market scenarios.
- Risk profiling includes sustainable investing questions.
- Portfolio tools can risk-rate funds and import model portfolios in bulk.
- Lists integrations with Intelliflo, Iress, Plannr and FNZ.
- EV states EVPro conforms to WCAG Level AA.
What to know first
- Pricing is available on request.
- The trial is arranged through a booked demo, with no stated duration.
- Solver and Review are optional bolt-on modules.
- Browser support varies across listed platforms.
MyOwnFP: what it does well
- Models Canadian accounts and government benefits.
- Includes federal, provincial, and territorial tax tables.
- Free plan requires no credit card.
- Subscribers can share clients with another subscriber.
What to know first
- Free plan is limited.
- Data without a subscription may be deleted at the company's discretion.
- Standard supports five clients; unlimited clients require the higher plan.
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