MyPlan Solutions is an innovator in the development of online wealth management solutions.

We develop tools that reduce the effort of individuals to manage their financial information and allow them to focus on the generation of wealth in accordance with their unique investor profile and in conjunction with their financial advisors.

We provide our wealth management tools to financial institutions that can then provide our applications to their clients as a significant value add to their existing products and services.

The MyPlan mission:

To enable our clients to better attract, retain and service their clients by providing innovative online Wealth Management solutions

MyPlan does this by:

1. Adding genuine value to our clients' businesses
   
   We ensure that the full potential of the MyPlan Wealth Management Application is realised by combining our start-of-the-art software application with professional services to create a comprehensive solution. This enables you to “sweat” your investment in MyPlan to guarantee maximum return on investment that in turn adds genuine value to your business.
   
   
2. Exceeding our clients' expectations
   
   Although we are a product company we have extensive experience of providing Professional Services of the highest calibre. This experience and the quality of our team are directly reflected in the breadth and the excellence of the solutions that we deliver.
   
   
3. Enhancing our clients' competitive advantage
   
   We provide a unique capability for you to underpin your Wealth Management strategy. The ability to provide a personalised online Wealth Management strategy will significantly differentiate you from your competition and provide a distinct competitive advantage.
   
   
4. Enabling our clients' to excel in the quality of service they provide to their clients
   
   Clients who trust the products, services and brand of their institutions, do so because of the positive experiences they have had in the past. Your clients who use MyPlan will feel empowered, engaged in the process, and can achieve better returns on their investments thus creating a positive experience time after time.