Related Products
|
||||||
About
The safety of the platform and our services is paramount. As a Dutch provider, we always offer more, are one step ahead. Our reliability is evident in everything we do, our expressions, our actions, but also in our transparent relationship with the users. We call this quality. We respect our users and stand for the best possible experience. We are everywhere and accessible to everyone, in understandable language. Regardless of power, input or experience. If possible, we add to it, we believe that that's where we make the difference. Don't believe in different disciplines, but in the power of teamwork. It suits us and actually goes without saying. We never stand still and continue to develop within ourselves, the platform, and our users. We always want to do better, to be at the forefront of what is already there.
|
About
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Crypto traders looking for a cryptocurrency trading platform
|
Audience
Companies searching for a solution to manage and improve their operations
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCoinmerce
Founded: 2017
Netherlands
coinmerce.io
|
Company InformationMyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
|
||||||
Integrations
BitCanna
CoinTracking
|
||||||
|
|
|