MyPlan review
Broad personal planning with free access and advisor sharing, but no tax or insurance planning.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
MyPlan is a personal financial planning application for individuals and financial advisors across SADC. It brings together net-worth and portfolio tracking, income and expenses, budgeting, debt and loans, retirement projections, goals, estate planning, and secure document storage. Individuals can enter financial information manually, monitor progress toward target dates, and share read-only summaries with advisors through revocable links. Advisors get a multi-client dashboard, client invitations, shared views, and advisor-grade reporting.
The Individual Plan includes net-worth and portfolio tracking, goal planning and projections, expense tracking and budgeting, secure document storage, and estate planning tools. MyPlan also offers free access, making the core planning feature set available without a published numeric price. The Advisor Plan is contact-based and adds multi-client management, shared client views, a client invitation system, and advisor-grade reporting. This structure suits individuals who want a broad personal planning workspace and advisors who need client-level oversight rather than a single-user tracker.
Breadth is MyPlan’s clearest strength: cash-flow modeling, scenario analysis, investment planning, retirement assumptions, goal progress, debt monitoring, and estate distributions sit within one web-based product. The secure document vault and revocable sharing links add a practical collaboration layer without giving advisors unrestricted access. Its scope is less suitable for buyers prioritizing tax or insurance planning, since those areas are not part of the listed category capabilities. Individuals seeking integrated coverage or tax strategy should choose a product that explicitly includes those functions; MyPlan is a stronger fit for wealth visibility, retirement projections, and structured advisor collaboration.
MyPlan pros and cons
- Where it wins
- Tracks net worth and portfolios across asset classes and currencies
- Combines budgeting, debt, retirement, goals, and estate planning
- Supports revocable advisor sharing and multi-client management
- Where it doesn't
- Tax planning is not included
- Insurance planning is not included
- Advisor pricing is contact-based
MyPlan fact sheet, pricing and score →
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