MyPlan pricing
2 plans read from myplanapp.app
Individual PlanFree Net-worth and portfolio tracking · goal planning and projections · expense tracking and budgeting · secure document storage · estate-planning tools Read 15 Oct 2026 · myplanapp.app
Advisor PlanPriced on request Multi-client management · shared client views · client invitations · advisor-grade reporting Read 15 Oct 2026 · myplanapp.app
In short
- MyPlan has a free plan (Individual Plan).
- 1 plan is priced on request (Advisor Plan).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Betterment | $0.05/mo | Yes | No |
| Boldin | $12/mo | Yes | Yes |
| FE CashCalc | £80/mo | Yes | Yes |
| MaxiFi | $12.42/mo | No | Yes |
| MoneyGuide | $10.42/mo | No | Yes |
| myprosperity | A$14.95/mo | Yes | No |
| ProjectionLab | $10.75/mo | Yes | Yes |
| Conquest | — | Yes | Yes |