One app for you and your advisor
- Clients don't pay for the app. PlanTogether bills your advisor, not you. No trial clock, no card.
- Tell your advisor once. Your household, the people who depend on you and your goals, on your own phone. No papers to lose.
- Your own budget. Once your advisor turns it on: what's left each month and your debt-free date, plus the Payday Planner and Cashflow Calendar if you want them. You enter and confirm your own numbers. Not on yet? Ask your advisor from the app.
- Reminders in your advisor's name when something's waiting for you, at most one a day. Switch them off any time.
iPhone & iPad
Android
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Advisor or other financial professional? You’re in the right place.
Same download, different login. Once you've both said yes, invite your client with four fields. They fill in their own information on their phone, with you or at home, and you plan from it. Nothing to retype when you get back to the office. For Canadian life-licensed advisors, it starts their advisor disclosure, privacy consent and fact find too. Their own budget is there when you turn it on, for one client or for every client. It works alongside the software you already use.