On the recordRead 15 Oct 202642 facts
MyPlan
South Africa
Plans and prices
Individual Plan
Free
Net-worth and portfolio tracking · goal planning and projections · expense tracking and budgeting · secure document storage
Read 15 Oct 2026 · myplanapp.app
Advisor Plan
Priced on request
Multi-client management · shared client views · client invitations · advisor-grade reporting
Read 15 Oct 2026 · myplanapp.app
On the record
- Advisor collaboration
- Clients can share read-only financial summaries with advisors through revocable links.myplanapp.app · read 15 Oct 2026
- Advisor sharing
- Users can share read-only financial summaries with advisors through secure, revocable links.myplanapp.app · read 30 Sep 2026
- Advisor workspace
- The advisor offering provides multi-client portfolios, client invitations, shared views, and advisor reporting.myplanapp.app · read 15 Oct 2026
- Analytics policy
- The privacy policy says MyPlan does not use third-party analytics or crash-reporting SDKs that track individual users.myplanapp.app · read 15 Oct 2026
- Audit and rate limiting
- The homepage says API endpoints are rate-limited and audited, and document links expire automatically.myplanapp.app · read 15 Oct 2026
- Audit controls
- The site says API endpoints are rate-limited and audited, while document links expire automatically.myplanapp.app · read 30 Sep 2026
- Data export
- Users can export financial data in CSV and PDF formats.myplanapp.app · read 15 Oct 2026
- Debt tracking
- A debt area displays loans, balances, interest rates, and repayment obligations.myplanapp.app · read 15 Oct 2026
- Deletion
- Confirmed account-deletion requests permanently remove personal and financial data within 30 days, subject to legal-retention exceptions.myplanapp.app · read 30 Sep 2026
- Deletion process
- Account deletion can be initiated in settings or by email from the registered address.myplanapp.app · read 15 Oct 2026
- Deletion timing
- Confirmed deletion requests are scheduled to permanently remove personal and financial data within 30 days, subject to legal-retention exceptions.myplanapp.app · read 15 Oct 2026
- Document vault
- Wills, policies, statements, and receipts can be stored in private encrypted storage using expiring signed links.myplanapp.app · read 15 Oct 2026
- Early-access status
- The maker’s LinkedIn launch post describes MyPlan as being in a controlled early-access rollout in Tanzania.linkedin.com · read 15 Oct 2026
- Estate planning
- Estate tools organize beneficiaries, asset distributions, and legal documents.myplanapp.app · read 15 Oct 2026
- Expense tracking
- The product records expenses and supports budgeting views.myplanapp.app · read 15 Oct 2026
- FIFO cost basis
- The launch announcement says portfolio performance uses FIFO cost-basis logic.linkedin.com · read 15 Oct 2026
- Financial integrations
- Users enter financial data voluntarily; MyPlan says it does not automatically access or scrape financial institutions.myplanapp.app · read 30 Sep 2026
- Founder background
- Vinny B. Magere’s LinkedIn profile describes more than two decades of financial-planning, project, and operations experience.tz.linkedin.com · read 15 Oct 2026
