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Planning software

MaxiFi PRO

Client planning that finds how much clients can safely spend, each year and over their lifetime.

Made by Economic Security Planning, Inc. Visit MaxiFi PRO's website
Starting priceFrom $599/advisor/yr
One person: about $49.92 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listedNone found
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What their website looks like

Screenshot of MaxiFi PRO's homepage
MaxiFi PRO'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

PlanPriceBilling
MaxiFi PRO $599/advisor/yr
per advisor, per year
 One-year license
Stores up to 100 clients; more clients need additional licenses. The page says 'One-Year License' for professional planners; MaxiFi's help centre says each planner must buy their own license.

The $149/year 'Unlocked' plan on /pricing is the household (consumer) product and is not recorded here.

Source: MaxiFi PRO for Advisors page (pricing section). Checked on the vendor's site, Oct 6.

Where MaxiFi PRO sits on price

MaxiFi PROOther 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/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

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

What it connects to

Connection cost: not stated on the MaxiFi PRO pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Economic Security Planning, Inc.'s site we read. Ask Economic Security Planning, Inc. how account data gets into it.

Moving to MaxiFi PRO from another tool

What Economic Security Planning, 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.

We didn't find it on the MaxiFi PRO pages we read

We looked on Oct 8. Before you sign, ask Economic Security Planning, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Cancel in Account > Manage Subscription; access continues to the end of the paid term, then stops.
Checked on the vendor's site · Oct 6

Source: MaxiFi Learning Center: How do I cancel my subscription?

Fits best if

Our judgement

We haven't assessed fit for MaxiFi PRO yet.

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

Similar tools

Compare MaxiFi PRO with another tool

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

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
View profile
RightCapital
From $149.95/advisor/mo
Checked on the vendor's site · Oct 6
Redtail · Data in and out + single sign-on checkedSmartOffice · Data in checkedWealthbox · Data in and out + single sign-on checkedAltruist · Data in checkedApex Fintech Solutions · Data in checkedand 13 more on the profile
View profile

Corrections

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