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A simpler, more efficient way for advisors and their clients to collaborate on financial planning
PlanTogether - MyFinancialApps
by Steven Snary
What is it about?
A simpler, more efficient way for advisors and their clients to collaborate on financial planning
App Store Description
A simpler, more efficient way for advisors and their clients to collaborate on financial planning
- Update financial plans in seconds - including Life Insurance and a Budget
- Compliance, like the Reason Why Letter, is completed automatically.
- Clients can view and update their personal information, while their advisor is in control of reviewing and allowing their clients to view their financial analysis.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
