Pricing · 2026
MyPlan pricing
2 plans on the record · a free plan
Every plan
Individual Plan
Free
Net-worth and portfolio tracking · goal planning and projections · expense tracking and budgeting · secure document storage · estate-planning tools
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