Audience

Companies searching for a solution to manage and improve their operations

About MyPlanMap

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.

Pricing

Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
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Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Webinars
Live Online
In Person
Support
24/7 Live Support

MyPlanMap Frequently Asked Questions

Q: What kinds of users and organization types does MyPlanMap work with?
Q: What languages does MyPlanMap support in their product?
Q: What kind of support options does MyPlanMap offer?
Q: What type of training does MyPlanMap provide?
Q: Does MyPlanMap offer a free trial?

MyPlanMap Product Features

Financial CRM

Account Alerts
Marketing Management
Relationship Tracking
Team Assignments
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Territory Management