PlanTogether - MyFinancialApps
Advisor and Clients Plan Together
Developer: MyFinancialApps.io
App Size: Varies With Device
Release Date: Mar 10, 2025
Price: Free
Finance
PlanTogether - MyFinancialApps
Screenshots for App
Mobile
Discover a simpler, more efficient way for clients and their advisors to collaborate on financial planning and plan together
- Update financial plans in seconds
- Compliance, like Reason Why Letter completed automatically
- Clients can view and update their personal information, while their advisor stays in charge of the process and what the client can view
- Update financial plans in seconds
- Compliance, like Reason Why Letter completed automatically
- Clients can view and update their personal information, while their advisor stays in charge of the process and what the client can view
PlanTogether - MyFinancialApps 1.4.1 Update
2025-09-07 Version History
Updated the onboarding process so that it's much simpler and easier for the client to know what they should do next
Improved the UI to be simpler and more intuitive
Fixed a few minor bugs which sometimes stopped the user from being able to complete tasks without restarting
~MyFinancialApps.io
Improved the UI to be simpler and more intuitive
Fixed a few minor bugs which sometimes stopped the user from being able to complete tasks without restarting
~MyFinancialApps.io
More Information about: PlanTogether - MyFinancialApps
Price:
Free
Version:
1.4.1
Downloads:
3
Compatibility:
Android 7.0
Bundle Id:
io.myfinancialapps.life_insure_me
Size:
Varies With Device
Last Update:
2025-09-07
Content Rating:
Everyone
Release Date:
Mar 10, 2025
Content Rating:
Everyone
Developer:
MyFinancialApps.io
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