Income Lab vs RazorPlan
Income Lab
incomelaboratory.comRazorPlan
razorplan.comSide by side
| Figure | Income Lab | RazorPlan |
|---|---|---|
| Price from | $80/mo | $62.08/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 3 | 7 |
| Spec score · Financial Advisor Software | 8.0 (#10) | 7.6 (#17) |
| Founded | 2018 | 2011 |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords. |
| Purpose | Income Lab provides retirement income planning software for financial advisors. | RazorPlan helps financial advisors create financial plans, projections, and scenario comparisons for clients. |
| Support | The company offers a help center, walkthrough bookings, and contact by phone or email. | The company directs existing account support requests to [email protected]. |
Plans
RazorPlan
- RazorPlan$69 a month
- RazorPlan Advanced$99 a month
- RazorPlan Decumulation$149 a month
- RazorPlan$745 a year
- RazorPlan Advanced$1,070 a year
- RazorPlan Decumulation$1,610 a year
- RazorPlan EnterprisePriced on request
In their own words
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.