Money Plan

Money Plan

by WDC Group Co.,Ltd.

0 ratings
9 reviews
$34.99

Details

  • Released
  • Updated
  • June 6, 2018
  • February 9, 2026

Features

Money Plan screenshot #1 for iPad
Money Plan screenshot #2 for iPad
Money Plan screenshot #3 for iPad
Money Plan screenshot #4 for iPad
Money Plan screenshot #5 for iPad
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About

This app helps financial advisors guide clients toward their financial goals. It simplifies complex calculations and provides clear visual analysis of financial readiness, enabling advisors to build trust and offer personalized planning.

Financial goal analysis
Client financial interviews
Family income protection planning
Retirement planning
Education fund planning
Tax deduction planning
Lifestyle goal planning
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What's New in Money Plan

1.2.3

February 9, 2026

update policy

User reviews

เพิ่ม Profile ใหม่ไม่ได้

อัพเดทเวอร์ชั่นใหม่ แล้วไม่สามารถเพิ่มข้อมูล Profile ใหม่ได้เลย ข้อมูล Profile เดิมก็หายไปด้วย

Update version

อัพเดท เข้าใช้งานไม่ได้ ไม่สามารถกดสร้าง new profile

ข้อผิดพลาด

แอปพิเคชั้นน่าใช้งาน คำนวนได้รอบด้านดี
แต่ยังมีข้อผิดพลาด
- คำนวณการใช้สิทธิของ tax ผิดพลาด
- ข้อมูลการใช้เงินในการลงทุน ในส่วนเกษียณ แม้เลือกไม่ใช้ยังถูกมาคำนวณว่าใช้
- ลบแอปลงใหม่ข้อมูลหายหมด

แอพมีปัญหาบางช่องแสดงผลไม่ได้

แอพมีปัญหาตรง Family Income Protection บางช่องใส่ข้อมูลไม่ได้ และไม่แสดงผล ติดต่อนักพัฒนาแอพได้ทางไหนบ้างคะ?

Good Financial Fact Finding App

It’s a good start up for fact finding discussion. However, would appreciate an ENGLISH version of this application and a manual guide in filling out the forms

FAQ

What is Money Plan used for?

Money Plan is a financial planning application designed for financial advisors. It helps them guide clients by analyzing financial goals, planning for retirement, education, and other lifestyle objectives, and presenting this information clearly with graphs.

What financial goals can Money Plan help plan for?

Money Plan supports planning for various financial goals including family income protection, accident and health protection, retirement, children's education funds (for up to three children), tax deductions, and lifestyle goals like buying a home, car, getting married, or traveling.

How does Money Plan help build trust with clients?

The application provides structured guidance on financial planning steps, helping advisors educate clients correctly. It also offers analyzed financial goal information with clear comparative graphs, enhancing the advisor's credibility.

Is my client's financial data safe with Money Plan?

Yes, Money Plan allows you to securely save your clients' financial plan data directly on your device, ensuring privacy and security.

What devices does Money Plan support?

Currently, Money Plan is supported on iPad devices.

How much does Money Plan cost?

Money Plan is a paid application priced at $34.99.

When was Money Plan last updated?

The latest version of Money Plan was last updated on February 9, 2026.

Does Money Plan have ads?

No, Money Plan does not contain advertisements.