Meridian Planning vs Snap Projections
Meridian Planning
meridianplanning.appSnap Projections
snapprojections.comSide by side
| Figure | Meridian Planning | Snap Projections |
|---|---|---|
| Price from | $49/mo | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| API | — | Yes |
| Plans published | 4 | 4 |
| Spec score · Financial Advisor Software | 7.8 (#12) | 7.7 (#14) |
| Intended users | The product is built for financial advisors who also do tax. | The terms say the services are for licensed financial advisors, insurance advisors, portfolio managers, financial planners, and/or accountants, and are not intended for consumer personal use. |
| Support | The Small Practice plan includes priority support. | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
In their own words
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.