PlanTogether by MyFinancialApps

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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.