--- 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 - 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 ## PlanTogether by MyFinancialApps Pricing and Plans PlanTogether by MyFinancialApps has five plans. SetUp Plan is free. Starter Plan is $29.00/mo billed monthly. Planner Plan is $49.00/mo billed monthly. Compliance Plan is $79.00/mo billed monthly. Essentials Plan is $39.00/mo billed monthly. Free version SetUp Plan $0.00 Free forever A free tier, not a trial, for the advisor and up to 5 clients at $0 per month: life-licensed advisors get everything except sending documents for e-signature; other financial professionals get everything in Essentials.… SetUp Plan 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 For life-licensed advisors. Scale past 5: unlimited clients and the full client budgeting app, planned from the numbers your clients keep current. Month to month, no contract.… Starter Plan 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 For life-licensed advisors. Everything in Starter, plus the planning tools advisors run with clients. Month to month, no contract.… Planner Plan 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 For Canadian life-licensed advisors: adds Client-Level Compliance (every client file) and Sale-Level Compliance (every life sale), with auto-generated forms, rules for every province and territory, and e-signature built in. Month to month, no contract.… Compliance Plan 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 For financial professionals without a life-insurance licence, such as accountants, bookkeepers, tax preparers, money coaches, real estate agents, and advisors licensed for mutual funds, securities or mortgages. Scale past 5 clients with the full budgeting app and the money picture for every client. Month to month, no contract.… Essentials Plan 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 [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **61** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **53** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **48** times [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (49) Recently recommended **19** times Stuck Between Options? 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