---
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: '2026-09-23'
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 other financial professionals, such as accountants, bookkeepers, tax preparers and money coaches, 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. Clients enter their own household, goals and budget by following the app, and the advisor plans from their numbers. The plan stays current because the client keeps it current. Clients get a budget, Safe to Spend with a 12-month cashflow runway, Debt Freedom payoff dates with an extra-payment slider, and goals, plus the Payday Planner and Cashflow Calendar, which clients switch on themselves. For Canadian life-licensed advisors, Client-Level Compliance watches every client file: disclosure, privacy consent, a fact find the client confirms, and needs analysis. Sale-Level Compliance gates each life sale in the order an auditor checks: needs analysis, reason-why letter, replacement paperwork including the Quebec AMF notice, and the policy delivery receipt, every step dated, signed copies on record, in every Canadian province and territory. E-signature is built in on the Compliance plan. It does not do insurance quoting, illustration comparison, in-force illustrations, or CRM pipelines. Clients don't 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. The SetUp plan is $0 a month for the advisor and their first 5 clients. Life-licensed advisors get everything except sending documents for e-signature, then Starter, Planner and Compliance at $29, $49 and $79 per month; other financial professionals, such as accountants, bookkeepers, tax preparers, money coaches, and advisors licensed for mutual funds, securities or mortgages, get Essentials at $39 per month. Month to month (CAD in Canada, USD in the US).






- [View PlanTogether by MyFinancialApps pricing details and edition comparison](https://www.g2.com/products/plantogether-by-myfinancialapps/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-23+21%3A24%3A25+-0500&secure%5Bsession_id%5D=e86e7340-bf19-4e35-bf83-042bec37e49d&secure%5Btoken%5D=7a1a8854ddfcfcf217556b3d13c4ddc66a1945312c39b8b65ca13c13a40e7a1c&format=llm_user)

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

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

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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

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

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

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

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

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