Software Alternatives & Reviews
Register | Login

Planswell VS Savology

Compare Planswell VS Savology and see what are their differences

Paytiko
Advanced payment management software featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Planswell logo Planswell

Building unbiased financial plans for free in under 3 mins

Savology logo Savology

Accessible digital financial planning. Plan smart. Save smart.
  • Planswell Landing page
    Landing page //
    2023-10-20
  • Savology Landing page
    Landing page //
    2023-02-07

Savology is a venture-backed startup that is on a mission to improve the financial well-being of millions of American households by making financial planning more accessible, actionable, and effective than ever before. In just 5 minutes, users get access to a comprehensive financial plan, financial report card, personalized action items (recommendations and next steps), and financial planning modules to complete. Savology, based in the Silicon Slopes of Utah, was founded by serial entrepreneur Spencer Barclay in early 2019.

Planswell features and specs

No features have been listed yet.

Savology features and specs

  • Free financial plan: Get a comprehensive financial plan that shows you break downs on every area of your financial life.
  • Free financial report card: Get a snapshot of your financial strengths and weaknesses and learn how to improve.
  • Personalized action items : Get personalized action items to show you the next steps you need to be making to improve your finances.
  • Financial planning modules: Planning modules help you better understand your plan and improve your financial literacy.

Planswell videos

+ Add

Minute To Pitch It | Planswell

More videos:

  • Review - Eric Arnold of Planswell presents The Secret Sauce of Fintech

Savology videos

+ Add

Free financial planning in just 5 minutes

More videos:

  • Review - Savology Review: Improve Your Finances with a FREE Plan
  • Review - Spencer Barclay, Founder and CEO at Savology, talks about their partnership with RevRoad.

Category Popularity

0-100% (relative to Planswell and Savology)

Planswell

Savology

Fintech
40 40%
Fintech
60% 60
Personal Finance
23 23%
Personal Finance
77% 77
Finance
45 45%
Finance
55% 55
Financial Planner
0 0%
Financial Planner
100% 100

User comments

Share your experience with using Planswell and Savology. For example, how are they different and which one is better?
Log in or Post with

Social recommendations and mentions

Savology might be a bit more popular than Planswell. We know about 1 link to it since March 2021 and only 1 link to Planswell. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Planswell mentions (1)

  • Ask Your Financial Advisor About Retirement Planning
    It is more important than ever to ask your financial advisor the right questions before you set forth on a path for the next few years to come. When you discuss your retirement planning services with your financial advisor, contact Planswell. For more information, visit our website. Source: over 1 year ago

Savology mentions (1)

  • Need suggestion for building a Question and Suggestion page.
    Here is a reference site that similar to what I need to build: savology.com. Source: about 2 years ago

What are some alternatives?

When comparing Planswell and Savology, you can also consider the following products

Grove - Personalized financial planning for everyone

LearnVest - Make progress on your money.

Penny - Penny is a personal finance app that takes the pain out of keeping track of your finances.

Pipe - Pipe gives you control over your cash flow. Get access to the full annual value of your subscriptions, upfront.

Qapital - Qapital is an easy to use Finance application that allows you to save money automatically and take control of your spending.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Loading...