---
title: PlanTogether by MyFinancialApps Reviews
meta_title: 'PlanTogether by MyFinancialApps Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how PlanTogether by MyFinancialApps works for a business like yours.
date_modified: '2026-07-24'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# PlanTogether by MyFinancialApps Reviews
**Vendor:** MyFinancialApps  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About PlanTogether by MyFinancialApps
PlanTogether is a financial-planning app for life-insurance advisors and their clients: clients get their own budgeting app on iOS and Android, and Canadian advisors get two named compliance modules — Client-Level Compliance and Sale-Level Compliance. Clients get a budget, Safe-to-Spend with a 12-month cashflow runway, Debt Freedom payoff dates and an extra-payment slider, and goals, plus optional Payday Planner and Cashflow Calendar add-ons. Advisors invite clients personally from the dashboard, then work in one live shared file: every number the client keeps fresh updates the plan the advisor built, instantly. For Canadian advisors, Client-Level Compliance watches every client file: disclosure, privacy consent, fact find with client confirmation, needs analysis, renewal and signature checks. Sale-Level Compliance gates each life sale in the sequence an auditor checks — needs analysis, reason-why letter, replacement paperwork including the Quebec AMF notice, policy delivery receipt — every step dated, signed copies on record, in every Canadian province and territory. It does not do insurance quoting, illustration comparison, in-force illustrations, or CRM pipelines. SetUp is $0 per month: every feature, advisor plus first five clients. Starter, Planner and Compliance are $29, $49 and $79 per month, month to month, no contract (CAD in Canada, USD in the US). PlanTogether bills the advisor, not the client.






- [View PlanTogether by MyFinancialApps pricing details and edition comparison](https://www.g2.com/products/plantogether-by-myfinancialapps/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-03+08%3A02%3A28+-0500&secure%5Bsession_id%5D=c61a3f2f-3efc-4996-9748-cfe14b955b1f&secure%5Btoken%5D=09794975755560e3979f31a92aff9359cd67e0b01ef587658de6dd0d169ce65d&format=llm_user)

## PlanTogether by MyFinancialApps Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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