My Plan Admin vs CBA Vault
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
My Plan Admin
Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.
- Review employer-sponsored wealth accounts
- Manage financial planning
- Track investments
- Secure platform access
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Review and manage your employer-sponsored wealth account with My Plan Admin.
CBA Vault
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By accessing your personal CBA Vault, you can easily (and securely) access, store, share, and manage your personal, financial, and business documents on the go, 24/7. Your personal Vault will allow you to receive and share critical documents and information securely with the Coastal Bridge Advisors team, giving you the peace of mind you deserve. Powered by FutureVault, the Coastal Bridge Advisors Vault offers bank-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information, data, and documents. Key benefits of the mobile app include the ability to: • Access your information and documents on the go, 24/7. • Upload documents on the go using your camera as a scanner. • Download documents securely from the Vault. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Collaborators. • Review your reminders and notifications. Note: To log in to the app, you must be a Coastal Bridge Advisors client, collaborator or user with an active account.
Screenshots
Verdict
The clearest difference is update cadence: CBA Vault at every 2 months against My Plan Admin's every 24 months. My Plan Admin's advantage is iOS requirement (12.0 vs 15.1). On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
My Plan Admin ships an update every 24 months, CBA Vault every 2 months. The most recent releases landed on October 5, 2026 and October 9, 2026 respectively.
| Parameter | My Plan Admin | CBA Vault |
|---|---|---|
| Price | Free | Free |
| Rating | 2.3 (3 ratings) — better | — |
| Positive reviews | 0.0% of reviews | — |
| Number of ratings | 3 — better | — |
| Update frequency | Every 24 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 21 MB | 34 MB |
| Age rating | 4+ | 4+ |
| Developer | The Retirement Plan Company, LLC | FutureVault Inc. |
In-app purchases
My Plan Admin
No in-app purchases
CBA Vault
No in-app purchases
Questions
Is My Plan Admin free?
Is CBA Vault free?
Do My Plan Admin or CBA Vault have ads?
Which is updated more often, My Plan Admin or CBA Vault?
Other comparisons
