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Best Planswell Alternatives in 2026

12 platforms from financial planning software ranked against Planswell on the same published basis.

  1. 1
    Conquest Free trial apiWeb 7.3
    Planswell vs Conquest
  2. 2
    ProjectionLab Free plan AndroidapiiOSWeb $10.75/mo7.2
    Planswell vs ProjectionLab
  3. 3
    Xplan AndroidapiiOSWeb 7.0
    Planswell vs Xplan
  4. 4
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo6.8
    Planswell vs Orion Portfolio Accounting
  5. 5
    eMoney Advisor Free trial AndroidapiiOSWeb 6.7
    Planswell vs eMoney Advisor
  6. 6
    AstuteWheel Web A$25/mo6.0
    Planswell vs AstuteWheel
  7. 7
    myprosperity Free plan AndroidiOSWeb A$14.95/mo6.0
    Planswell vs myprosperity
  8. 8
    Betterment Free plan AndroidiOSWeb $0.05/mo5.9
    Planswell vs Betterment
  9. 9
    MyPlan Free plan Web Free5.9
    Planswell vs MyPlan
  10. 10
    Boldin Free plan AndroidiOSWeb $12/mo5.8
    Planswell vs Boldin
  11. 11
    LivePlan AndroidiOSMacWebWin $15/mo5.6
    Planswell vs LivePlan
  12. 12
    MoneyGuide Free trial iOSMacWebWin $33.33/mo5.4
    Planswell vs MoneyGuide
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