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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
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/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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Coinmerce
Founded: 2017
Netherlands
coinmerce.io

Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Alternatives

Alternatives

Sticky Advisor

Sticky Advisor

stickypages
Moneytree

Moneytree

Moneytree Software
Servers Alive

Servers Alive

Woodstone

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

Integrations

BitCanna
CoinTracking
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