Income Lab vs Practifi
Income Lab
incomelaboratory.com
Practifi
practifi.comSide by side
| Figure | Income Lab | Practifi |
|---|---|---|
| Price from | $80/mo | $135/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 2 |
| Spec score · Financial Advisor Software | 8.0 (#10) | 7.5 (#21) |
| Founded | 2018 | 2013 |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. |
| Purpose | Income Lab provides retirement income planning software for financial advisors. | Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms. |
| Support | The company offers a help center, walkthrough bookings, and contact by phone or email. | Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center. |
Plans
In their own words
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.