--- title: "PlanTogether by MyFinancialApps Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanTogether by MyFinancialApps Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10053613/PlanTogether-by-MyFinancialApps/" page_type: "product" language: "en" --- # PlanTogether by MyFinancialApps Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 2, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) PlanTogether by MyFinancialApps ## What is PlanTogether by MyFinancialApps? PlanTogether is a financial-planning app for life-insurance advisors and other financial professionals, such as accountants, bookkeepers, tax preparers, money coaches, and mortgage and real estate agents, and their clients: clients get their own budgeting app on iOS and Android, and Canadian life-licensed advisors get two named compliance modules - Client-Level Compliance and Sale-Level Compliance. It is not a pipeline CRM: instead of leads and deals, the advisor works from one client file per household, built from the numbers the client keeps current. Advisors invite clients, see each household's budget, debts and goals, and control what each client sees. Clients plan ahead and enter and confirm their own spending by design, with no bank syncing. Sale-Level Compliance gates each life sale in the order an auditor checks, with e-signature built in on the Compliance plan. It does not do lead management, commissions or quoting. Clients do not pay for the app. ## What is PlanTogether by MyFinancialApps used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PlanTogether by MyFinancialApps?[Manage this product listing](https://www.g2.com/products/plantogether-by-myfinancialapps/claim_requests/new?auto=true) ## FAQs about PlanTogether by MyFinancialApps Overview ### What company size and specific industries is PlanTogether by MyFinancialApps built for? PlanTogether by MyFinancialApps is designed for solo and small-team life-insurance and financial advisors in Canada and the United States, including independent advisors, agents, and brokers who manage their own client relationships. It is built for small advisory practices rather than mid-market or enterprise organizations. Features and Usability ### What are the key features of PlanTogether by MyFinancialApps? PlanTogether by MyFinancialApps offers financial management for financial institutions, along with reporting and analytics. These core features support account and planning oversight, data review, and performance reporting within institutional workflows. The product is organized around financial operations and analysis rather than broader project or collaboration tools. Pricing ### How much does it cost and what fees or limitations are included? PlanTogether by MyFinancialApps starts at free with the SetUp Plan, a true free tier for up to 5 clients. Paid plans are the $29/month Starter Plan, $49/month Planner Plan, and $79/month Compliance Plan for Canadian advisors. Starter, Planner, and Compliance are billed monthly with no contract. Getting Started and Support ### What training and onboarding options does PlanTogether by MyFinancialApps offer? PlanTogether by MyFinancialApps provides documentation for training and onboarding. This format gives teams written reference material for learning product features, reviewing steps, and consulting guidance as needed during setup and ongoing use. Getting Started and Support ### What customer support options does PlanTogether by MyFinancialApps offer? PlanTogether by MyFinancialApps provides Email/Help Desk support for customer questions and issue resolution. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 1,520 Financial CRM reviews Capterra reviewers point to these as the financial services features they value most when comparing solutions: - **Transaction Monitoring** (**50%** of reviewers rated this feature as critical) - **Electronic Payments** (**50%**) - **Transaction History** (**40%**) PlanTogether by MyFinancialApps is positioned around its own set of financial planning capabilities rather than these commonly prioritized financial services features. Its feature set is designed to support planning-focused workflows, giving teams a way to organize financial information, guide client discussions, and manage planning activities in one place. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients PlanTogether by MyFinancialApps 17 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Data Visualization: Graphical representation of data - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Forecasting: Form predictions based on past and present data/trends - Mobile Access: Access software remotely via mobile devices - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals --- Get Advice We can help you find the software with the features you need. ## Pricing Free Version [View pricing plan details](https://www.capterra.com/p/10053613/PlanTogether-by-MyFinancialApps/pricing/) SetUp Plan $0.00 It 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 It 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 It 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 It 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 It 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. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.