Preview
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.
What's New
Version 1.1 2024-09-10
App Icon change, bug fixes. Technical Analysis
Package Overview Basic metadata
Bundle ID
com.Rheal.Customplan Current Version 1.1
Minimum iOS 12.0
Package Size App Store Size
Package Metadata 1 / 2 version records
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.
Known Version Records
1 version record with stored package metadata • 2 known version records
Stored metadata does not guarantee a package is currently available to download.
| Details | Version / IDs | Version date | Action |
|---|---|---|---|
 20.06 MB | v1.1.0 App Store ID: 868874404Build: 2 | 2024-09-06 11:29:40 | Get Version |
| Not archived | App Store ID: 868708564 | Unknown | Request Version |