---
title: "CustomplanFin - Reviews, Revenue and Downloads in Canada | Apple App Store"
description: "For Customplan members, 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 devices"
---

# CustomplanFin — Canada

![CustomplanFin App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/14/98/5c/14985ca2-3288-dfd6-c825-b90b85143db3/customplanAppIcon-0-0-1x_U007emarketing-0-7-0-0-85-220.png/434x0w.png)

**Developer:** [Rheal Software Private](https://apptail.io/developer/rheal-software-private-lyWb)
**Category:** Business
**Rating:** N/A (0 ratings)
**Price:** Free
**Bundle ID:** com.Rheal.Customplan
**Store:** Apple App Store
**Country:** Canada
**Version:** 1.1 (released 2024-09-10)
**Original Release:** 2024-09-04
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/ca/app/app/id6670427946)
**AppTail Page:** [https://apptail.io/app/customplanfin-miDy/canada](https://apptail.io/app/customplanfin-miDy/canada)

## CustomplanFin Description
For Customplan members, 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 devices.

Note: Use your Customplan Login credentials to access the app. For new memberships, a physical verification process is required. Please contact us for more details.

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 with a specific area.
Explore Investment Options: Quickly access resources to select top-tier investment strategies for your client.

Download the CustomplanFin App now to streamline your client management and boost your advisory efficiency.

## CustomplanFin Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/97/b3/07/97b307c1-5423-ac75-fd81-a1ea516d03dc/f0ef6bd2-1fae-4b48-b192-76ddddb9baca_Custompla_1.2.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b1/91/d3/b191d322-ffb8-b439-3c8f-45faa769c045/1d991046-3b15-47ec-a8ce-31a10bab8570_Customplan_1.4.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/5b/4f/18/5b4f1858-02c0-86a4-0207-4d89659a4cdd/1447092d-d855-4a67-bb89-65fc017936f1_Customplan_1.3.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/79/4e/7f/794e7f88-afb0-6c06-75bd-1471280a86fb/6c0f1dd4-357b-4288-9f0a-0fde5be3ccfc_Customplan_1.1.png/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/2c/8e/a5/2c8ea55c-63e4-1765-6f17-835477832a48/d69f2a2f-6360-4de4-b4e7-dc1f0adae8f5_Customplan_1.5.png/1242x2688.png)






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---

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