Freedom251 › Financial Planning Software
MyPlan
What MyPlan is
MyPlan is a web-based financial planning platform for individuals and financial advisors across the SADC region. Its free Individual Plan includes net worth and portfolio tracking, goal planning and projections, expense tracking and budgeting, secure document storage, and estate planning tools. Users can track assets across classes and currencies, model retirement readiness with custom assumptions, and review scenarios. Goal tools show progress and provide target-date guidance. Estate features organise beneficiaries, asset distributions and legal documents; the vault stores uploaded wills, policies and statements with encrypted storage and signed-URL access. Users can share read-only financial summaries with advisors through secure links that can be revoked. Advisors can use the Advisor Plan for multi-client management, client invitations, shared views and reporting; its price is available on request. Users enter financial details voluntarily, and MyPlan says it does not automatically access or scrape financial institutions. It may use market-data providers for security prices and exchange rates, sharing ticker symbols rather than personal data. MyPlan says it is drafted for POPIA compliance.
Who it suits
MyPlan suits individuals seeking financial and estate planning tools, as well as financial advisors managing multiple client portfolios. It is intended for users across the SADC region.
What it does well
- Tracks net worth across asset classes and currencies
- Models retirement readiness with scenario analysis
- Provides secure document storage and estate planning tools
- Allows revocable sharing of read-only summaries with advisors
What to know first
- Available on the web only
- Users enter financial information themselves
- Advisor Plan pricing is available on request
- Does not offer tax or insurance planning
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Individual Plan | Net-worth and portfolio tracking · goal planning and projections · expense tracking and budgeting · secure document storage · estate-planning tools | Free |
| Advisor Plan | Multi-client management · shared client views · client invitations · advisor-grade reporting | On request |
As myplanapp.app lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.myplanapp.app/ in a web browser.
- Choose the free Individual Plan, or request pricing for the Advisor Plan.
- Enter your financial information voluntarily to use tracking and planning tools.
- Upload wills, policies, or statements to the document vault if needed.
- Share read-only summaries with an advisor through a secure, revocable link if needed.
Verdict
MyPlan combines portfolio tracking, goals, retirement scenarios and estate planning, with tools for both individuals and advisors. The Individual Plan is free, while Advisor Plan pricing is on request.
Questions
Is there a free plan?
Yes. The Individual Plan is free and includes net worth and portfolio tracking, goal planning and projections, budgeting, document storage, and estate planning tools.
What does the Advisor Plan cost?
Its price is available on request. The plan includes multi-client management, shared client views, client invitations, and advisor-grade reporting.
Can MyPlan connect to my bank or financial institution?
Users enter financial data voluntarily. MyPlan says it does not automatically access or scrape financial institutions.
What platforms does MyPlan support?
MyPlan is available on the web.
Can I share information with an advisor?
Yes. Users can share read-only financial summaries through secure links that can be revoked.
Can I export my financial data?
Yes. The privacy policy says users can export financial data in CSV and PDF formats.
Facts from MyPlan's own pages
- Advisor collaboration
- Clients can share read-only financial summaries with advisors through revocable links. · myplanapp.app, 15 Oct 2026
- Advisor sharing
- Users can share read-only financial summaries with advisors through secure, revocable links. · myplanapp.app, 30 Sept 2026
- Advisor workspace
- The advisor offering provides multi-client portfolios, client invitations, shared views, and advisor reporting. · myplanapp.app, 15 Oct 2026
- Analytics policy
- The privacy policy says MyPlan does not use third-party analytics or crash-reporting SDKs that track individual users. · myplanapp.app, 15 Oct 2026
- Audit and rate limiting
- The homepage says API endpoints are rate-limited and audited, and document links expire automatically. · myplanapp.app, 15 Oct 2026
- Audit controls
- The site says API endpoints are rate-limited and audited, while document links expire automatically. · myplanapp.app, 30 Sept 2026
- Data export
- Users can export financial data in CSV and PDF formats. · myplanapp.app, 15 Oct 2026
- Debt tracking
- A debt area displays loans, balances, interest rates, and repayment obligations. · myplanapp.app, 15 Oct 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
- Deletion process
- Account deletion can be initiated in settings or by email from the registered address. · myplanapp.app, 15 Oct 2026
- Deletion timing
- Confirmed deletion requests are scheduled to permanently remove personal and financial data within 30 days, subject to legal-retention exceptions. · myplanapp.app, 15 Oct 2026
- Document vault
- Wills, policies, statements, and receipts can be stored in private encrypted storage using expiring signed links. · myplanapp.app, 15 Oct 2026
- Early-access status
- The maker’s LinkedIn launch post describes MyPlan as being in a controlled early-access rollout in Tanzania. · linkedin.com, 15 Oct 2026
- Estate planning
- Estate tools organize beneficiaries, asset distributions, and legal documents. · myplanapp.app, 15 Oct 2026
- Expense tracking
- The product records expenses and supports budgeting views. · myplanapp.app, 15 Oct 2026
- FIFO cost basis
- The launch announcement says portfolio performance uses FIFO cost-basis logic. · linkedin.com, 15 Oct 2026
- Financial integrations
- Users enter financial data voluntarily; MyPlan says it does not automatically access or scrape financial institutions. · myplanapp.app, 30 Sept 2026
- Founder background
- Vinny B. Magere’s LinkedIn profile describes more than two decades of financial-planning, project, and operations experience. · tz.linkedin.com, 15 Oct 2026
- Goal planning
- Goals include funding progress monitoring and target-date guidance. · myplanapp.app, 15 Oct 2026
- Goals
- Goal planning includes progress tracking and target-date guidance. · myplanapp.app, 30 Sept 2026
- Headquarters
- South Africa · myplanapp.app, 28 Sept 2026
- Income tracking
- Users can record salary, dividends, rental income, and side-business income. · myplanapp.app, 15 Oct 2026
- Maker business
- Leanon Brothers describes itself as an African infrastructure, investment, and advisory firm. · leanon.co.za, 15 Oct 2026
- Maker company profile
- LinkedIn lists Leanon Brothers as privately held, headquartered in Cape Town, with 2–10 employees and a 2012 founding year. · za.linkedin.com, 15 Oct 2026
Where MyPlan stands on Freedom251
- Financial Planning Software#6 of 34