CustomplanFin

For Customplan members, this app is your new essential tool. Designed to enhance your independent advisory practice, the Customplan App brings a suite of powerful features right to your mobile devices.

Note: Use your Customplan Login credentials to access the app. For new memberships, a physical verification process is required. Please contact us for more details.

With the CustomPlan App, you can:
Track Your Success: View your conference rankings and achievement levels.
Sync With CRM: Access and update client information in real-time with seamless CRM integration.
Find Clients Easily: Utilize the client map to locate and schedule meetings with a specific area.
Explore Investment Options: Quickly access resources to select top-tier investment strategies for your client.

Download the CustomplanFin App now to streamline your client management and boost your advisory efficiency.