Meridian Planning vs Xplan
| Meridian Planning | Xplan | |
|---|---|---|
| Free plan | No | |
| Free trial | Yes | |
| Paid from | $49/mo | |
| Platforms | Android, api, iOS, Web | |
| Free plan | No | |
| Financial planning | Yes | |
| Billing and invoicing | Yes | |
| Client portal | Yes | |
| Cash-flow modeling | Yes | |
| Goal planning | Yes | |
| Tax planning | Yes | |
| Scenario analysis | Yes | |
| Insurance planning | Yes | |
| Investment planning | Yes |
Listed together in Best Financial Advisor Software