IncomePro vs Moneysmart Retirement Planner
IncomePro
incomepro.org
Moneysmart Retirement Planner
moneysmart.gov.auSide by side
| Figure | IncomePro | Moneysmart Retirement Planner |
|---|---|---|
| Price from | $99/mo | Free |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Retirement Planning Software | 7.9 (#10) | 7.4 (#21) |
| Audience | The product is purpose-built for retirement income advisors, including independent advisors and RIAs. | Moneysmart says its guidance is for all Australians, whatever their situation or stage of life. |
| Purpose | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. | The planner estimates retirement income, helps users check progress toward retirement goals and helps create a retirement plan. |
| Security | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. | Moneysmart says its website uses firewalls, security patches, regular security testing and data encryption, and complies with the Australian Government Protective Security Policy Framework and Information Security Manual. |
| Support | The Starter plan includes email support, Professional includes priority support, and Enterprise includes dedicated support. | Moneysmart does not have a call centre and directs users to its page feedback form for comments or complaints. |
Plans
In their own words
Moneysmart Retirement Planner
Moneysmart Retirement Planner has no write-up on Specifiction yet; its figures are above.