--- title: "PlanTogether by MyFinancialApps Software Reviews, Demo & Pricing - 2026" description: "Review of PlanTogether by MyFinancialApps Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/561204-PlanTogether-by-MyFinancialApps/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / PlanTogether by MyFinancialApps Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # PlanTogether by MyFinancialApps Review From $29-$79/month Free version 5 plans Wondering if PlanTogether by MyFinancialApps is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview PlanTogether by MyFinancialApps No reviews yet Pricing Starting at $29.00 flat rate per month ### About PlanTogether by MyFinancialApps PlanTogether is built for solo and small-team financial professionals, such as life-insurance advisors, accountants, bookkeepers, tax preparers, money coaches, and mortgage and real estate agents in Canada and the United States, who want clients to keep their own financial picture current between meetings. The ideal user invites clients personally and wants a plan built from the client's own numbers rather than a pipeline CRM. Clients get a budgeting app on their phone with a household budget, Safe-to-Spend with a 12-month cashflow runway, Debt Freedom payoff dates and goals. They plan ahead and enter and confirm their own spending by design, with no bank syncing, so the budget stays an intentional plan. The advisor plans from the numbers the client keeps current, and life-licensed advisors run a needs analysis on the client's own figures. For Canadian life-licensed advisors, Client-Level Compliance keeps each client file complete, and Sale-Level Compliance walks every life sale through needs analysis, reason-why letter, replacement paperwork and policy delivery in the order an auditor checks, with rules for every province and territory and e-signature built in on the Compliance pl... an. Support comes directly from the MyFinancialApps team by email. The SetUp plan is $0 per month for the professional and the first five clients. Life-licensed advisors then choose Starter, Planner or Compliance at $29, $49 or $79 per month; accountants, bookkeepers, tax preparers, money coaches and other professionals without a life licence choose Essentials at $39 per month. Clients do not pay for the app: PlanTogether bills the advisor, and an advisor who decides to charge a client for budget access sets that up with them, outside the app. It does not do insurance quoting, illustration comparison or CRM pipelines. Do you work for PlanTogether by MyFinancialApps? [Manage this product listing](https://www.g2.com/products/plantogether-by-myfinancialapps/claim_requests/new?auto=true) Wondering if PlanTogether by MyFinancialApps is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## PlanTogether by MyFinancialApps User Interface ## Popular PlanTogether by MyFinancialApps Alternatives Main Product PlanTogether by MyFinancialApps No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) 4.1 [(85)](https://www.softwareadvice.com/crm/redtail-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.21Value for money - 3.92Customer support - 3.95Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Wealthbox CRM](https://www.softwareadvice.com/crm/wealthbox-profile/) 4.7 [(146)](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.72Value for money - 4.49Customer support - 4.39Functionality Pricing Starting at $59.00 per month Get Price Alternative Product [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.83Value for money - 3.98Customer support - 3.93Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) 4.5 [(827)](https://www.softwareadvice.com/crm/eway-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.38Value for money - 4.61Customer support - 4.34Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(7002)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price ## PlanTogether by MyFinancialApps Pricing and Plans Starting price: $29.00 per month Free Trial Free Version SetUp Plan $0.00 flat rate, per month Plan includes: - Life-licensed advisors: everything except sending documents for e-signature (Budget, Planning, Insurance). - Other financial professionals: everything in Essentials. - Covers you and your first 5 clients who accept your invite. - No credit card required to sign up. - No trial countdown. - After the first 5 clients, new client cards are locked until a paid plan is chosen. - Clients do not pay for the app. Starter Plan $29.00 flat rate, per month Plan includes: - Unlimited clients. - Full client app functionality, including: Budgeting tools, Debt Freedom planning, At-a-glance financial overview, Payday Planner, Cashflow Calendar. - The advisor plans from the numbers the client keeps current. - Clients do not pay for the app. Planner Plan $49.00 flat rate, per month Plan includes: - Everything included in the Starter Plan. - Additional financial planning tools. - Full life-insurance analysis module. - Savings and investment balance tracking. - Clients do not pay for the app. Compliance Plan $79.00 flat rate, per month Plan includes: - Everything included in the Planner Plan. - Client-Level Compliance: continuous file checks on every client, deficiencies flagged. - Sale-Level Compliance: needs analysis, all four sale documents, gated in sequence. - Auto-generated forms, per-jurisdiction rules, signed copies on record, and dated audit trail. - E-signature built in at no extra cost, or paper with the copy recorded on file. - Clients do not pay for the app. Essentials Plan $39.00 flat rate, per month Plan includes: - Every client past your first 5. - The full budgeting app: At a glance, Debt Freedom, Household Budget, Payday Planner and Cashflow Calendar. - Savings and investment balances, and net worth. - The life-insurance analysis and the compliance modules are for life-licensed advisors, so they are not part of Essentials. - Clients do not pay for the app. Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## PlanTogether by MyFinancialApps Features - Popular features found in Financial CRM Activity Dashboard Campaign Management Client Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Lead Management Marketing Automation Relationship Tracking - More features of PlanTogether by MyFinancialApps Access Controls/Permissions Activity Tracking Alerts/Notifications Audit Trail Collaboration Tools Compliance Management Customer Engagement Data Visualization Financial Management Forecasting For Financial Institutions Mobile Access Real-Time Data Reporting/Analytics Role-Based Permissions ## PlanTogether by MyFinancialApps User Reviews No Reviews Yet Be the first to review PlanTogether by MyFinancialApps ## Other Top Recommended Financial CRM Software [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (49) Recently recommended **23** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **23** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **20** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **17** times Stuck Between Options? Our experts can help you compare PlanTogether by MyFinancialApps with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice