MyPlan

No phone app

6.3No. 15 of 34
in Financial Planning Software

Recognised40% of the score20
Phone app26% of the score0
Documented20% of the score90
Free plan14% of the score100

Free plan: Yes
Runs on: Web

Summary

MyPlan is ranked #15 of 34 in financial planning software on Samsung Mobile US Press. It runs on Web. There is a free plan.

MyPlan plans and pricing

All plans

Individual Plan Free Net worth & portfolio tracking · Goal planning & projections · Expense tracking & budgeting · Secure document storage · Estate planning tools myplanapp.app · 30 Sept 2026

Advisor Plan Not published Multi-client management · Shared view with clients · Client invitation system · Advisor-grade reporting myplanapp.app · 30 Sept 2026

Compared on financial planning software

Free plan: Yesmyplanapp.app
Cash-flow modeling: Yesmyplanapp.app
Goal planning: Yesmyplanapp.app
Tax planning: Nomyplanapp.app
Scenario analysis: Yesmyplanapp.app
Insurance planning: Nomyplanapp.app
Investment planning: Yesmyplanapp.app
Client portal: Yesmyplanapp.app

Facts

Product purpose: MyPlan is a financial planning platform for individuals and advisors across the SADC region.myplanapp.app · 30 Sept 2026
Net worth: It monitors a user’s complete financial position across asset classes and currencies in real time.myplanapp.app · 30 Sept 2026
Retirement: Users can model retirement readiness with customisable assumptions and scenario analysis.myplanapp.app · 30 Sept 2026
Goals: Goal planning includes progress tracking and target-date guidance.myplanapp.app · 30 Sept 2026
Estate planning: The product organises beneficiaries, asset distributions and legal documents.myplanapp.app · 30 Sept 2026
Document vault: Uploaded wills, policies and statements are stored with encrypted storage and signed-URL access.myplanapp.app · 30 Sept 2026
Advisor sharing: Users can share read-only financial summaries with advisors through secure, revocable links.myplanapp.app · 30 Sept 2026
Security: MyPlan states that data is encrypted at rest and in transit and protected by row-level security and JWT-validated sessions.myplanapp.app · 30 Sept 2026
Audit controls: The site says API endpoints are rate-limited and audited, while document links expire automatically.myplanapp.app · 30 Sept 2026
Privacy compliance: The privacy policy says the service is drafted for compliance with South Africa’s Protection of Personal Information Act (POPIA).myplanapp.app · 30 Sept 2026
Financial integrations: Users enter financial data voluntarily; MyPlan says it does not automatically access or scrape financial institutions.myplanapp.app · 30 Sept 2026
Market data: MyPlan may use market-data providers for security prices and exchange rates, sharing only ticker symbols and no personal data.myplanapp.app · 30 Sept 2026
Data export: The privacy policy says users can export financial data in CSV and PDF formats.myplanapp.app · 30 Sept 2026
Deletion: Confirmed account-deletion requests permanently remove personal and financial data within 30 days, subject to legal-retention exceptions.myplanapp.app · 30 Sept 2026
Target users: The maker describes MyPlan as serving individuals and financial advisors, including advisors managing multiple client portfolios.myplanapp.app · 30 Sept 2026