MyPlan

7.0easy start · #9 of 34
in Financial Planning Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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MyPlan is ranked #9 of 34 in financial planning software on The Geeks Club. 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: Yes
Cash-flow modeling: Yes
Goal planning: Yes
Tax planning: No
Scenario analysis: Yes
Insurance planning: No
Investment planning: Yes
Client portal: Yes

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The record

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

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#9 of 34

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Sources

myplanapp.app· checked 30 Sept 2026
myplanapp.app/privacy· checked 30 Sept 2026
myplanapp.app/deletemydata· checked 30 Sept 2026