MyPlano Philippines —
The Future of Financial Planning
MyPlano Philippines is the country's first digital financial planning and client collaboration platform — purpose-built for Filipino financial advisers and their clients to manage wealth, goals, insurance, and life plans together in one secure, modern workspace.
What is MyPlano Philippines?
MyPlano Philippines is a comprehensive, cloud-based wealth management and financial planning platform designed exclusively for the Philippine market. It eliminates scattered spreadsheets, paper-based forms, and disconnected communication tools — replacing them with one unified, intelligent platform that keeps advisers and clients on the same page at every stage of the financial planning journey.
From a groundbreaking digital Fact Find wizard and risk profiling engine to investment tracking, insurance management, secure messaging, and an Education Hub — MyPlano Philippines covers every touchpoint of the adviser-client relationship from first meeting to long-term wealth management.
Built to meet the Philippine Data Privacy Act (RA 10173) and aligned with IC and BSP regulatory standards, every feature is designed with compliance, security, and professional excellence in mind.
Why MyPlano Philippines?
🇵🇭 First digital fact find wizard in the country
🤝 Real-time adviser-client collaboration portal
🔒 RA 10173-compliant audit trail & data masking
📊 AI-powered LifeFlow wealth projections
🎯 Goal tracking, risk profiling & CRM in one platform
📚 Financial Education Hub for clients & advisers
💡 Insights, opportunities & recommendations engine
Everything You Need, In One Platform
MyPlano Philippines brings together every tool a modern Filipino financial adviser needs — from first client meeting to lifelong wealth management partnership.
Digital Fact Find Wizard
The Philippines' first fully digital, multi-step Fact Find wizard — guiding advisers and clients through a structured, comprehensive data-gathering process covering personal information, family, income, expenses, assets, liabilities, insurance, investments, and goals. Auto-saves progress at every step so nothing is ever lost.
Real-Time Client Collaboration
A first in the Philippine financial advisory industry — clients and advisers share a live collaborative workspace. Clients can view their own financial plans, track goal progress, complete tasks assigned by their adviser, and communicate securely in real time, all from their dedicated Client Portal.
Goal Planning & Tracking
Set, visualise, and track financial goals — from emergency funds and education savings to home ownership, retirement, and business capital. Each goal shows projected completion dates, monthly contribution requirements, and live progress bars.
LifeFlow Wealth Visualiser
An interactive, AI-powered wealth projection tool that maps a client's financial trajectory from today through retirement. Factors in risk profile, life events, investment returns, and inflation to show multiple scenarios side by side — conservative, moderate, and aggressive.
Investment & Insurance Management
Track every investment (UITFs, stocks, REITs, bonds, MP2, time deposits, crypto) and insurance policy (life, VUL, health, critical illness, motor, property) in one place. Visualise portfolio allocation and monitor coverage gaps at a glance.
Risk Profiling (IC/BSP-Aligned)
A built-in, regulator-aligned risk questionnaire that scores clients across eight dimensions and categorises them from Conservative to Aggressive — producing a documented risk profile that supports compliant investment recommendations.
Privacy-First & RA 10173 Compliant
Sensitive data — TINs, government IDs, addresses — are masked by default and protected by email-based OTP verification. Every data access, document download, and user action is logged in a full audit trail in compliance with the Philippine Data Privacy Act.
Secure In-App Messaging
Advisers and clients communicate through an encrypted, in-app messaging system — eliminating the need for unsecured SMS or personal email for financial discussions. Attachments, documents, and action items flow through the same secure channel.
Education Hub
A curated financial literacy library of articles, videos, webinars, guides, checklists, and templates — available to both advisers and clients. Advisers can share bespoke content directly with specific clients to support personalised financial education journeys.
CRM & Automated Review Scheduling
A full-featured CRM for managing clients, prospects, and leads — with automated review scheduling, priority task management, appointment calendars, and pipeline tracking. Never miss a renewal date, birthday, or annual review again.
Adviser & Team Management
Multi-adviser agency support with role-based access control — adviser admin, senior adviser, and staff roles. Manage team members, track individual performance, control subscription seats, and maintain data separation between advisers and their client books.
Document Vault
A secure, categorised document management system for financial plans, fact finds, insurance documents, investment statements, estate documents, and tax records. Version control, OTP-gated downloads, and folder organisation ensure documents are always accessible and protected.
Who is MyPlano Philippines For?
Financial Advisers & Agencies
Independent financial advisers, multi-channel agencies, and wealth management teams across the Philippines who want to deliver a premium, digital-first client experience — without drowning in paperwork or disconnected tools.
Filipino Clients & Investors
Filipinos who want a clear, real-time view of their complete financial picture — insurance coverage, investment portfolios, life goals, and net worth — in a safe, privacy-respecting environment they can access anytime.
Compliance-Conscious Professionals
Advisers who must maintain thorough audit trails, data consent logs, and regulatory documentation in line with Philippine SEC, IC, BSP, and RA 10173 requirements — without added administrative burden.
Growing Advisory Businesses
Small to medium advisory firms ready to scale — with tools for multi-adviser team management, client segmentation, tiered subscription access, and agency-level performance tracking.
Simple, Transparent Pricing
Start free with Essential, or pick a paid plan and get a 7-day free trial on Starter, Professional and Agency. A card is required at checkout — nothing is charged until your trial ends.
Essential
Free
Forever
- Fact Find
- Risk Profile
- basicTasks & Calendar
- Document Storage
- AI Reports
- Estate Planning
Starter
₱288/mo
or ₱2,888/yr · up to 25 clients
- Fact Find
- Risk Profile
- Tasks & Calendar
- 500MBDocument Storage
- AI Reports
- Estate Planning
Professional
₱588/mo
or ₱5,888/yr · up to 75 clients
- Fact Find
- Risk Profile
- Tasks & Calendar
- 1GBDocument Storage
- AI Reports
- Estate Planning
Agency
₱2,888/mo
or ₱28,888/yr · up to 750 clients
- Fact Find
- Risk Profile
- Tasks & Calendar
- 20GBDocument Storage
- AI Reports
- Estate Planning
MyPlano Solo — For Independent Clients
Full Education Hub access without an adviser — articles, webinars, checklists, and templates. 7-day free trial on both plans; a card/bank is collected at checkout and you're charged automatically once the trial ends.
₱88/mo
7-day free trial
₱888/yr
7-day free trial · Save ₱168
Additional Adviser Seat
₱488/mo
·₱4,888/yr
Includes 100 additional client slots · add-on for any paid plan.
Additional 100 Clients
₱288/mo
·₱2,888/yr
Includes 100 additional client slots · add-on for any paid plan.
Staff/Admin Seat
₱188/mo
·₱1,888/yr
Add-on for any paid plan. Cancel anytime.
MyPlano's founder made a personal commitment back in 2015 to give back to the Filipino community — and has honoured that promise every year since, across every business she has built. MyPlano continues that journey: 5% of every subscription goes directly to MyPlano Commitments, funding financial education, children, the environment, and grassroots outreach in different parts of the Philippines.
All prices in PHP. Payments processed securely via Stripe — GCash, Maya, GrabPay & cards accepted. By subscribing you agree to our Terms (v2.0.0).
Who Builds MyPlano Philippines?
MyPlano Philippines is built by a passionate team of Filipino finance and technology professionals who live and breathe the challenges of the local advisory industry. Our founders bring direct, hands-on experience in financial planning, insurance distribution, investment management, and fintech product development — which means every feature is designed around real advisory workflows, not generic assumptions from abroad.
We are deeply committed to continuous improvement, data privacy, regulatory compliance, and building technology that genuinely helps Filipinos achieve long-term financial security. MyPlano Philippines is proudly made in the Philippines, for the Philippines — and we're only getting started.
Ready to Transform Your Practice?
Join pioneering financial advisers across the Philippines already using MyPlano Philippines to deliver better, faster, and more compliant outcomes for their clients.