---
description: Get detailed information about PlanTogether by MyFinancialApps usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra United Arab Emirates.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: PlanTogether by MyFinancialApps Price, Reviews & Ratings - Capterra United Arab Emirates 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [PlanTogether by MyFinancialApps](/software/1109027/PlanTogether-by-MyFinancialApps)

# PlanTogether by MyFinancialApps

Canonical: https://www.capterra.ae/software/1109027/PlanTogether-by-MyFinancialApps

> A budgeting app for your clients that you plan from, plus compliance modules for Canadian life-licensed advisors.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses PlanTogether by MyFinancialApps?

Solo and small-team life-insurance advisors and other financial professionals, such as accountants, bookkeepers and money coaches, in Canada and the US, who plan from their clients' own numbers.

## About the vendor

- **Company**: PlanTogether by MyFinancialApps

## Commercial Context

- **Starting Price**: $0.00
- **Pricing model**: Flat Rate (Free version available)
- **Pricing Details**: Clients do not pay for the app: PlanTogether bills the professional. Plans are month to month with no contract, and SetUp is $0 per month for the professional plus the first five clients, with no credit card; it is a free tier, not a trial. For life-licensed advisors, SetUp includes everything except sending documents for e-signature; then Starter is $29 per month for unlimited clients with the full client budgeting app, Planner is $49 per month and adds the financial planning tools and the life-insurance needs analysis, and Compliance is $79 per month for Canadian advisors and adds Client-Level and Sale-Level Compliance, with e-signature built in. For other financial professionals, such as accountants, bookkeepers, tax preparers, money coaches, real estate agents, and advisors licensed for mutual funds, securities or mortgages, SetUp includes everything in Essentials, and Essentials is $39 per month for every client past five, with the full budgeting app plus savings and investment balances and net worth. Paid plans replace one another rather than stack. Prices are in CAD in Canada and USD in the United States.
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Client Management
- Collaboration Tools
- Compliance Management
- Financial Management Software
- For Financial Institutions
- Forecasting
- Reporting/Analytics

## Support Options

- Email/Help Desk

## Category

- [Financial Services Software](https://www.capterra.ae/directory/31123/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.capterra.ae/directory/31123/financial-services/software)
- [Financial CRM Software](https://www.capterra.ae/directory/30562/financial-crm/software)

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## Links

- [View on Capterra](https://www.capterra.ae/software/1109027/PlanTogether-by-MyFinancialApps)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10053613/PlanTogether-by-MyFinancialApps/> |
| en-AE | <https://www.capterra.ae/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-AU | <https://www.capterra.com.au/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-CA | <https://www.capterra.ca/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-GB | <https://www.capterra.co.uk/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-IE | <https://www.capterra.ie/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-IL | <https://www.capterra.co.il/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-IN | <https://www.capterra.in/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-NZ | <https://www.capterra.co.nz/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-SG | <https://www.capterra.com.sg/software/1109027/PlanTogether-by-MyFinancialApps> |
| en-ZA | <https://www.capterra.co.za/software/1109027/PlanTogether-by-MyFinancialApps> |

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