Best For

Financial Advisors, Financial Planners and their clients.

Product Details

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

Contact Details

MyPlanMap

http://www.MyPlanMap.com

Founded in 2014

Located in Canada

Starting Price

  • Not provided by vendor

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)

MyPlanMap Features

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