Customplan

For Customplan advisors, this app is your new essential tool! Designed to enhance your independent advisory practice, the Customplan App brings a suite of powerful features right to your mobile device.

Note: Use your Customplan login credentials to access the app.

With the Customplan App, you can:

• Track Your Success: View your conference rankings and achievement levels.
• Sync with CRM: Access and update client information in real-time with seamless CRM integration.
• Find Clients Easily: Utilize the client map to locate and schedule meetings within a specific area.
• Explore Investment Options: Quickly access resources to select top-tier investment strategies for your clients.

Download the Customplan App now to streamline your client management and boost your advisory efficiency!