AdvisorShelf / Planning software / Income Lab

Planning software

Income Lab

Advisor software for retirement income, taxes, account withdrawals and Social Security decisions.

Made by Income Laboratory, Inc. Visit Income Lab's website

Starting priceFrom $1,990/yr

One person: about $165.83 a month (our sum)

Checked on the vendor's site · Oct 6

Price on their own siteYes

Firm sizeNot assessed yet

Connections listed19 connectionsRedtail, Charles Schwab, Fidelity (via BridgeFT) and 16 more. Source and date for each below.

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What their website looks like

Screenshot of Income Lab's homepage — Income Lab's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Income Lab pricing page

Plan	Price	Billing
Core	$199/mo per month (the page doesn't say per user or per firm) Then $80/mo for each support staff seat	Billed monthly $2,388 a year billed monthly
Core, billed annually	$1,990/yr per year (the page doesn't say per user or per firm) Then $80/mo for each support staff seat	Billed annually
Pro	$299/mo per month (the page doesn't say per user or per firm) Then $80/mo for each support staff seat	Billed monthly $3,588 a year billed monthly Connections: Yodlee account aggregation is a Pro feature; the comparison grid shows it missing from Core.
Pro, billed annually	$2,990/yr per year (the page doesn't say per user or per firm) Then $80/mo for each support staff seat	Billed annually

Enterprise: volume licensing and SSO; contact sales

14-day free trial with full Pro access

Source: Income Lab pricing page. Checked on the vendor's site, Oct 6.

Where Income Lab sits on price

Income LabOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/mo ScenariosX$83.33/mo WealthTrace$87.42/mo Moneytree$99.58/mo RightCapital$149.95/mo Voyant$150/mo Income Lab$165.83/mo MoneyGuide$166.67/mo FinDash$239.20/mo WealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

RedtailCharles SchwabFidelity (via BridgeFT)National Financial Services (NFS, via BridgeFT)Pershing (via BridgeFT)AltruistTradePMRSSG (via BridgeFT)and 8 more below

Income Lab19 connections listed

Data goes out to

Nothing the vendor says it sends out

Listed, no detail

Blue LeaffpPathfinderBridgeFT

Redtail

Checked on the vendor's site

Data in: full household data, including investment accounts
Data in: asset allocations

Source: Income Lab help centre: Redtail integration. Checked Oct 6.

Charles Schwab

Checked on the vendor's site

Data in: household and account data

Source: Income Lab help centre: Charles Schwab integration. Checked Oct 6.

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

Fidelity (via BridgeFT)

Checked on the vendor's site

Data in: Fidelity data feed, through BridgeFT

Source: Income Lab help centre: Fidelity (via BridgeFT) integration. Checked Oct 6.

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

National Financial Services (NFS, via BridgeFT)

Checked on the vendor's site

Data in: linked investment accounts

Source: Income Lab help centre: National Financial Services (NFS, via BridgeFT) integration. Checked Oct 6.

Pershing (via BridgeFT)

Checked on the vendor's site

Data in: linked investment accounts

Source: Income Lab help centre: Pershing (via BridgeFT) integration. Checked Oct 6.

Altruist

Checked on the vendor's site

Data in: linked investment accounts

Source: Income Lab help centre: Altruist integration. Checked Oct 6.

TradePMR

Checked on the vendor's site

Data in: investment account balances and cost basis

Source: Income Lab help centre: TradePMR integration. Checked Oct 6.

SSG (via BridgeFT)

Checked on the vendor's site

Data in: account data feed, through BridgeFT

Source: Income Lab help centre: SSG / Interactive Brokers / Millennium Trust integration. Checked Oct 6.

Interactive Brokers (via BridgeFT)

Checked on the vendor's site

Data in: account data feed, through BridgeFT

Source: Income Lab help centre: SSG / Interactive Brokers / Millennium Trust integration. Checked Oct 6.

Millennium Trust (via BridgeFT)

Checked on the vendor's site

Data in: account data feed, through BridgeFT

Source: Income Lab help centre: SSG / Interactive Brokers / Millennium Trust integration. Checked Oct 6.

Other software it connects to (9)

Portfolio, reporting, email, calendar and similar tools Income Laboratory, Inc. lists.

Orion

Checked on the vendor's site

Data in: household data
Data in: linked investment accounts

Source: Income Lab help centre: Orion integration. Checked Oct 6.

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

Black Diamond

Checked on the vendor's site

Data in: client data

Source: Income Lab pricing page (plan comparison). Checked Oct 6.

Nitrogen

Checked on the vendor's site

Data in: linked investment accounts

Source: Income Lab help centre: Nitrogen integration. Checked Oct 6.

PreciseFP

Checked on the vendor's site

Data in: household data from PreciseFP's standard templates (mostly a one-time import)

Source: Income Lab help centre: PreciseFP integration. Checked Oct 6.

Yodlee

Checked on the vendor's site

Data in: account information from accounts clients link themselves

Source: Income Lab help centre: Yodlee integration. Checked Oct 6.

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

With it: about $249.17 a month for one person on the Pro plan, billed annually (our sum).

Zoom (AI Scribe app)

Checked on the vendor's site

Data in: data gathered from client meetings, used to create a household

Source: Income Lab help centre: AI Scribe for Zoom. Checked Oct 6.

Blue Leaf

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Income Lab help centre: Blue Leaf integration. Checked Oct 6.

fpPathfinder

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Income Lab help centre: fpPathfinder integration. Checked Oct 6.

BridgeFT

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Income Lab help centre: Integrations Overview. Checked Oct 6.

Moving to Income Lab from another tool

What Income Laboratory, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names eMoney, MoneyGuide, RightCapital and NaviPlan

Their page says, in words we couldn't label: “Can I move my existing eMoney plans to another platform? … Income Lab’s AI Plan Builder reads an existing eMoney, MoneyGuide, RightCapital, or NaviPlan plan PDF and returns a populated household in about 30 seconds, with every uncertain field flagged for the advisor to review and approve.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Income Laboratory, Inc. about anything they leave out.

Checked on the vendor's site · Oct 8

Income Lab: eMoney alternative (FAQ)

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 · Oct 6

Source: Income Lab Billing, Subscription, and Refund Policy

Fits best if

Our judgement

We haven't assessed fit for Income Lab yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Income Lab with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO

From $599/advisor/yr

Checked on the vendor's site · Oct 6

No CRM or custodian connection listed

View profile

ScenariosX

From $1,000/login/yr

Checked on the vendor's site · Oct 6

No CRM or custodian connection listed

View profile

WealthTrace

From $1,049/advisor/yr

Checked on the vendor's site · Oct 6

No CRM or custodian connection listed

View profile

Moneytree

From $1,195/user/yr

Checked on the vendor's site · Oct 6

Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked

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