MyPlanMap
MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client Question
Financial Planning Monitoring Software for Independent Financial Advisors.
Want to answer your Clients' questions:
- What have you done for me lately?
- How am I doing on my Financial Plan actions?
- Can you remind me what I need to do?
Want to answer your Clients' questions:
- What have you done for me lately?
- How am I doing on my Financial Plan actions?
- Can you remind me what I need to do?
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
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Mac
Knowledge Base
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Video Guides
Media
MyPlanMap Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Credit Card Management
- Risk Management
MyPlanMap Pricing
Pricing Type
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Flat Rate
Free Version
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No
Free Trial
-
30 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
Plans & Packages
Standard
$65 Per Month
