PlanFi

With the PlanFi app, clients of financial planners using the PlanFi platform can track their financial information in a practical, organized, and secure way.

To access it, simply enter the code provided by your planner and log into your account. Through the app, you can view information shared by your planner, track your financial planning, and consult important data from your financial journey all in one place.

PlanFi was created to bring planners and clients closer together, facilitating the monitoring of financial plans, goals, investments, budgets, debts, and assets, according to the resources made available by your planner.

This app is intended for clients of planners who use PlanFi. If you do not yet have an access code, please request one from your financial planner.