MyPlan

Spec sheet

Purpose

MyPlan is a financial-planning platform for individuals and advisors in the SADC region.Read 15 Oct 2026 · myplanapp.app

Security

MyPlan states that data is encrypted at rest and in transit and protected by row-level security and JWT-validated sessions.Read 30 Sep 2026 · myplanapp.app

Headquarters

South AfricaRead 28 Sep 2026 · myplanapp.app

Advisor collaboration

Clients can share read-only financial summaries with advisors through revocable links.Read 15 Oct 2026 · myplanapp.app

Advisor sharing

Users can share read-only financial summaries with advisors through secure, revocable links.Read 30 Sep 2026 · myplanapp.app

Advisor workspace

The advisor offering provides multi-client portfolios, client invitations, shared views, and advisor reporting.Read 15 Oct 2026 · myplanapp.app

Analytics policy

The privacy policy says MyPlan does not use third-party analytics or crash-reporting SDKs that track individual users.Read 15 Oct 2026 · myplanapp.app

Audit and rate limiting

The homepage says API endpoints are rate-limited and audited, and document links expire automatically.Read 15 Oct 2026 · myplanapp.app

Audit controls

The site says API endpoints are rate-limited and audited, while document links expire automatically.Read 30 Sep 2026 · myplanapp.app

Data export

Users can export financial data in CSV and PDF formats.Read 15 Oct 2026 · myplanapp.app

Debt tracking

A debt area displays loans, balances, interest rates, and repayment obligations.Read 15 Oct 2026 · myplanapp.app

Deletion

Confirmed account-deletion requests permanently remove personal and financial data within 30 days, subject to legal-retention exceptions.Read 30 Sep 2026 · myplanapp.app

Deletion process

Account deletion can be initiated in settings or by email from the registered address.Read 15 Oct 2026 · myplanapp.app

Deletion timing

Confirmed deletion requests are scheduled to permanently remove personal and financial data within 30 days, subject to legal-retention exceptions.Read 15 Oct 2026 · myplanapp.app

Document vault

Wills, policies, statements, and receipts can be stored in private encrypted storage using expiring signed links.Read 15 Oct 2026 · myplanapp.app

Early-access status

The maker’s LinkedIn launch post describes MyPlan as being in a controlled early-access rollout in Tanzania.Read 15 Oct 2026 · linkedin.com

Estate planning

Estate tools organize beneficiaries, asset distributions, and legal documents.Read 15 Oct 2026 · myplanapp.app

Expense tracking

The product records expenses and supports budgeting views.Read 15 Oct 2026 · myplanapp.app

FIFO cost basis

The launch announcement says portfolio performance uses FIFO cost-basis logic.Read 15 Oct 2026 · linkedin.com

Financial integrations

Users enter financial data voluntarily; MyPlan says it does not automatically access or scrape financial institutions.Read 30 Sep 2026 · myplanapp.app

Founder background

Vinny B. Magere’s LinkedIn profile describes more than two decades of financial-planning, project, and operations experience.Read 15 Oct 2026 · tz.linkedin.com

Goal planning

Goals include funding progress monitoring and target-date guidance.Read 15 Oct 2026 · myplanapp.app

Goals

Goal planning includes progress tracking and target-date guidance.Read 30 Sep 2026 · myplanapp.app

Income tracking

Users can record salary, dividends, rental income, and side-business income.Read 15 Oct 2026 · myplanapp.app

Maker business

Leanon Brothers describes itself as an African infrastructure, investment, and advisory firm.Read 15 Oct 2026 · leanon.co.za

Maker company profile

LinkedIn lists Leanon Brothers as privately held, headquartered in Cape Town, with 2–10 employees and a 2012 founding year.Read 15 Oct 2026 · za.linkedin.com

Maker headquarters

Leanon Brothers lists its head office at 184 Upper Buitenkant Street, Oranjezicht, Cape Town, South Africa.Read 15 Oct 2026 · leanon.co.za

Manual data entry

Financial information is entered voluntarily; the service says it does not automatically access or scrape financial institutions.Read 15 Oct 2026 · myplanapp.app

Market data

MyPlan may use market-data providers for security prices and exchange rates, sharing only ticker symbols and no personal data.Read 30 Sep 2026 · myplanapp.app

Market-data providers

The privacy policy says market-data providers may supply security prices and exchange rates, with ticker symbols shared rather than personal data.Read 15 Oct 2026 · myplanapp.app

Net worth

It monitors a user’s complete financial position across asset classes and currencies in real time.Read 30 Sep 2026 · myplanapp.app

Net-worth tracking

The service tracks financial position across asset classes and currencies in real time.Read 15 Oct 2026 · myplanapp.app

New estate controls

A founder update lists time-based access, read-only document sharing, advisor and lawyer access management, audit logging, revocable permissions, and deadman-switch support as beta additions.Read 15 Oct 2026 · tz.linkedin.com

Privacy compliance

The privacy policy says it is drafted for South Africa’s Protection of Personal Information Act (POPIA).Read 15 Oct 2026 · myplanapp.app

Product positioning

The launch announcement explicitly says MyPlan is neither a trading app nor a brokerage.Read 15 Oct 2026 · linkedin.com

Product purpose

MyPlan is a financial planning platform for individuals and advisors across the SADC region.Read 30 Sep 2026 · myplanapp.app

Regional limitation

The founder says regional market coverage and performance monitoring were still being refined during early access.Read 15 Oct 2026 · linkedin.com

Retirement

Users can model retirement readiness with customisable assumptions and scenario analysis.Read 30 Sep 2026 · myplanapp.app

Retirement projections

Users can model retirement readiness with adjustable assumptions and scenario analysis.Read 15 Oct 2026 · myplanapp.app

Security controls

MyPlan states that data is encrypted in transit and at rest, protected by row-level security, and accessed through JWT-validated sessions.Read 15 Oct 2026 · myplanapp.app

Target users

The maker describes MyPlan as serving individuals and financial advisors, including advisors managing multiple client portfolios.Read 30 Sep 2026 · myplanapp.app

Transaction accounting

A founder post describes transaction-driven records for purchases, sales, income, and expenses rather than a simple budgeting interface.Read 15 Oct 2026 · linkedin.com

Plans and prices

Every MyPlan plan and price →

Where Specifiction places it

• Financial Planning Software#16 of 348.1