TomiPlan 4+

TomiPlan

Designed for iPad

    • Free

Screenshots

Description

TomiPlan helps people realize financial success through financial coaching and education. We create a comprehensive financial plan that is based on your long and short-term goals, rather than assets under management.

The TomiPlan app is comprehensive financial planning on the go. Our app gives you direct access to our portal when communicating with your planning team and viewing your financial plan. With TomiPlan, you can receive real-time notifications about your plan, stay on top of goals and tasks, and view upcoming action items.

TomiPlan's team of experts is here to help you succeed. Our app supports messaging, video calling, document sharing, file management, and more — providing a seamless experience from your mobile device.

App Privacy

The developer, TomiPlan, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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