PlanTogether: Budget & Plan

Shared financial plan for life-insurance advisors and clients, kept current on both sides.

iOSApp Store (CA)★ 5.0 · 1 ratingssubscriptionmade in US · ships worldwideinternational

PlanTogether gives life-insurance advisors and their clients a shared, always-current financial plan, with clients getting their own budgeting app tied to one live plan. It helps advisors keep client relationships active and plans relevant over time.

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