PlanTogether - MyFinancialApps

PlanTogether - MyFinancialApps Summary

PlanTogether - MyFinancialApps is a mobile iOS app in Finance by Steven Snary. Released in Mar 2025 (1 year ago). Store metadata: updated Dec 6, 2025.

Store info: Last updated on App Store on Dec 6, 2025 .


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App Description

A simpler, more efficient way for advisors and their clients to collaborate on financial planning

- Update financial plans in seconds - including Life Insurance and a Budget
- Compliance, like the Reason Why Letter, is completed automatically.
- Clients can view and update their personal information, while their advisor is in control of reviewing and allowing their clients to view their financial analysis.