Income Lab pricing

Income Lab publishes its prices on its own site. The cheapest plan is Core, billed annually, at $1,990/yr. For one person that works out at about $165.83 a month (our sum). We checked on Oct 6.

Starting priceFrom $1,990/yr

Checked on the vendor's site · Oct 6

One person, cheapest planAbout $165.83 a monthOur sum from the price page

Price on their own siteYes

Plans and prices

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

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

Other costs and terms

Enterprise: volume licensing and SSO; contact sales
14-day free trial with full Pro access
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
Leaving: 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. (Income Lab Billing, Subscription, and Refund Policy)

How Income Lab compares on price

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

Nearby on price

The rule: the two planning tools just below Income Lab and the two just above it, on what one person pays per month. Paying vendors are never moved up.

Tool	One person, cheapest plan (our sum)	Cheapest plan	Where the price came from
RightCapital	$149.95 a month for one person	Basic, $149.95/advisor/mo	Checked on the vendor's site · Oct 6
Voyant	$150 a month for one person	AdviserGo, $150/advisor/mo	Checked on the vendor's site · Oct 6
MoneyGuide	$166.67 a month for one person	MoneyGuide, $2,000/advisor/yr	Checked on the vendor's site · Oct 6
FinDash	$239.20 a month for one person The plan has a 2-user minimum	Firm Workspace, $239.20/mo for 2 team seats	Checked on the vendor's site · Oct 6

Price changes

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

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