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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Crypto traders looking for a cryptocurrency trading platform

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Coinmerce
Founded: 2017
Netherlands
coinmerce.io

Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Alternatives

Alternatives

Sticky Advisor

Sticky Advisor

stickypages
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
Servers Alive

Servers Alive

Woodstone

Categories

Categories

Financial CRM Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

BitCanna Supported
CoinTracking Supported

Integrations

BitCanna Not Supported
CoinTracking Not Supported
Claim Coinmerce and update features and information
Claim Coinmerce and update features and information
Claim MyPlanMap and update features and information
Claim MyPlanMap and update features and information