The HEAP software is really neat and can be a useful tool when setting up and maintaining HEAP.
Watch an instructional video of how the HEAP software works.
The software is mainly used by advisors (CPAs, financial planners, insurance agents, realtors, and mortgage brokers) to illustrate how to program works and to budget clients.
If you are an advisor and would like access to the HEAP software so you can help your clients, email info@heaplan.com to inquire.
If you are a non-advisors and would like to use the software just for yourself, you simply need to download the HEAP mobile app. which is designed for one user. To download the mobile app., click here.
