Morningstar Office vs Snap Projections
| Morningstar Office | Snap Projections | |
|---|---|---|
| Free plan | No | |
| Free trial | Yes | |
| Paid from | $15/mo | |
| Platforms | iOS, Web | api, Web |
| Free plan | No | No |
| Asset class coverage | multi_asset_alternatives | |
| Performance reporting | Yes | |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes | |
| Client portal | No | |
| Financial planning | Yes | |
| Compliance workflows | Yes | |
| Billing and invoicing | Yes |
Listed together in Best Financial Advisor Software