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.
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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Live Online
In Person
Support
24/7 Live Support
MyPlanMap Frequently Asked Questions
MyPlanMap Product Features
Financial CRM
Account Alerts
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Not Supported
Territory Management
Not Supported
