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Compare planning tools

Income Lab vs Cheshire Wealth Manager

The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.

Income Lab
$165.83 a month for one person (our sum)
Firm sizeNot assessed yet
16 data in
Cheshire Wealth Manager
No price found
Firm sizeNot assessed yet
No connection detail listed
Income Lab
Cheshire Wealth Manager
Starting price
From $1,990/yr
No price found
One person, cheapest plan (our sum)
About $165.83 a month
No price found
Where the price came from
Checked on the vendor's site · Oct 6
No price on their site · looked Oct 6
Price on their own site
Yes
No
Firm size
Not assessed yet
Not assessed yet
Redtail
Data in checked
None listed
Schwab
Charles Schwab · Data in checked
None listed
Fidelity
Fidelity (via BridgeFT) · Data in checkedNational Financial Services (NFS, via BridgeFT) · Data in checked
None listed
Pershing
Pershing (via BridgeFT) · Data in checked
None listed
Altruist
Data in checked
None listed
TradePMR
Data in checked
None listed
SSG
SSG (via BridgeFT) · Data in checked
None listed
Interactive Brokers
Interactive Brokers (via BridgeFT) · Data in checked
None listed
Millennium Trust (via BridgeFT)
Data in checked
None listed
Connection costs
Connection cost: Yodlee account aggregation is a Pro feature; the comparison grid shows it missing from Core.
Checked on the vendor's site · Oct 6Income Lab pricing page
Connection cost: Schwab, Fidelity and Orion integrations are listed on the Core plan, and Pro includes everything in Core.
Checked on the vendor's site · Oct 6Income Lab pricing page
Connection cost: Cheshire Wealth Manager publishes no pricing for us to read.
Leaving later
Cancel with the in-app cancellation form at least 3 days before the next billing date; no refunds, and access runs to the end of the paid period.
Checked on the vendor's site
We couldn't find export instructions on Cheshire Software, Inc.'s site.Not found
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile