LivePlan vs myprosperity
LivePlan
liveplan.com
myprosperity
myprosperity.com.auSide by side
| Figure | LivePlan | myprosperity |
|---|---|---|
| Price from | $15/mo | A$14.95/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 6 | 6 |
| Spec score · Financial Planning Software | 8.6 (#11) | 8.8 (#6) |
| Founded | 2011 | 2011 |
| Headquarters | Eugene, Oregon, United States | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | The integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations. |
| Plan limits | Standard and Premium each list one active company, five contributors, and unlimited guests; only one company can be active at a time. | Partner plans have a 12-month commitment, except Mobile First, which has a 24-month commitment; Enterprise pricing is available for larger practices. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
| Rating on Capterra | 4.5 out of 5 from 200 reviews | 0.0 out of 5 from 0 reviews. |
| Rating on G2 | 4.3 out of 5 from 48 reviews | 4.8 out of 5 from 3 reviews. |
| Rating on GetApp | 4.5 out of 5 from 200 reviews | GetApp shows 0 reviews and no calculated rating. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | The company offers support for rollout and technical issues through its Support team. |
| What it does | LivePlan is a cloud business-planning service for creating plans, financial forecasts, market research and performance tracking. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
In their own words
LivePlan
LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.