Who Uses This Software?

Financial Advisors, Financial Planners and their clients.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • MyPlanMap
  • www.MyPlanMap.com
  • Founded 2014
  • Canada

About MyPlanMap

Scale your financial planning practice easily through this instant client engagement system.


MyPlanMap Features

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

MyPlanMap Reviews

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