Alternatives to EVPro

{"intro": "EVPro is an adviser-focused, end-to-end planning system covering risk profiling, investment analysis, cash-flow and goal planning, portfolio construction, scenario analysis, tax planning and investment planning. EVPro Goal models pre-retirement, retirement and post-retirement cash flows across more than 1,000 market scenarios; EVPro Invest supports suitability assessments; and optional Solver and Review modules add optimisation, stress tests and plan oversight. It runs on Android, iOS, macOS, web and Windows, with pricing on request and a demo-based trial process.\n\nAn alternative may fit better if you want a different audience, pricing model, workflow or planning emphasis. Pocket Risk concentrates on risk questionnaires, while Boldin, ProjectionLab and MaxiFi provide consumer-oriented financial modelling with free plans or stated annual prices. MoneyGuide also targets advisers but offers collaborative goal planning and broad integrations. myprosperity focuses on a client portal, documents and live financial data, while Betterment combines investing, cash management and retirement planning. Compare each product's platforms, cost, modelling depth, client collaboration, integrations and specialist tools before switching.", "rows": [{"ref": "sw:pocket-risk", "name": "Pocket Risk", "best_for": "Adviser risk questionnaires and branded client reports", "pricing": "Paid; 14-day trial", "key_difference": "Pocket Risk focuses on a 15-question risk-tolerance assessment, reports and model-portfolio connections rather than EVPro’s end-to-end planning.", "choose_when": "Choose it when risk assessment and branded questionnaires matter more than cash-flow, investment and goal planning."}, {"ref": "sw:boldin", "name": "Boldin", "best_for": "Household financial planning with a free starting tier", "pricing": "Free plan; paid from $144/yr; 14-day trial", "key_difference": "Boldin offers consumer household planning across income, taxes, benefits and property, with account linking that still requires some manual detail.", "choose_when": "Choose it for a free or lower-cost household planner with what-if scenarios and Monte Carlo projections."}, {"ref": "sw:projectionlab", "name": "ProjectionLab", "best_for": "International retirement and tax scenario modelling", "pricing": "Free plan; paid from $129/yr; 7-day trial", "key_difference": "ProjectionLab adds international tax presets, historical backtesting and detailed retirement simulations, but does not directly link financial accounts.", "choose_when": "Choose it when international scenarios, tax optimisation or backtesting outweigh adviser-oriented suitability and portfolio workflows."}, {"ref": "sw:maxifi", "name": "MaxiFi", "best_for": "Lifetime spending and benefits optimisation", "pricing": "From $109/yr; free trial", "key_difference": "MaxiFi centres on sustainable annual spending, detailed tax and benefit calculations, and insurance and withdrawal optimisers.", "choose_when": "Choose it when lifetime spending, Social Security, Medicare and household contingency planning are priorities."}, {"ref": "sw:moneyguide", "name": "MoneyGuide", "best_for": "Adviser-led collaborative goal planning", "pricing": "Pricing on request", "key_difference": "MoneyGuide combines adviser-client online collaboration, goal and lifetime-income plans, and broad retirement, estate, insurance and tax tools.", "choose_when": "Choose it when shared online planning and permission-based client collaboration are more important than EVPro’s modular workflow."}, {"ref": "sw:myprosperity", "name": "myprosperity", "best_for": "Client portals, documents and live financial data", "pricing": "Free plan; paid from 279/mo", "key_difference": "myprosperity is a collaboration portal with forms, signatures, rooms, live feeds, budgeting and document storage rather than a planning engine.", "choose_when": "Choose it when secure client communication, paperwork, live balances and household records are the central need."}, {"ref": "sw:betterment", "name": "Betterment", "best_for": "Automated investing and cash management", "pricing": "Free plan; paid from $5/mo", "key_difference": "Betterment combines fiduciary automated investing, cash products, tax-loss harvesting and self-directed trading instead of adviser planning modules.", "choose_when": "Choose it when automated portfolios, cash management and linked-account goal tracking matter more than detailed adviser plan construction."}]}