DealCloud vs MyPlanMap

Best For

Who Uses This Software?

DealCloud is a product best for companies of all sizes and markets.

Financial Advisors, Financial Planners and their clients.

Target Customer Size (Users)

Not provided by vendor

50-99

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

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Ratings

Overall


4.5 / 5
(9)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of MyPlanMap vs DealCloud


DealCloud vs MyPlanMap

Best For

Who Uses This Software?

DealCloud is a product best for companies of all sizes and markets.

Financial Advisors, Financial Planners and their clients.

Target Customer Size (Users)

Not provided by vendor

50-99

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(9)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of MyPlanMap vs DealCloud