MyPlanMap

MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client Question

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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?
MyPlanMap

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

Knowledge Base

  • Video Guides

MyPlanMap Core Features

Financial Planning

  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Credit Card Management
  • Risk Management

MyPlanMap Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
Vendor pricing page
  • 30 Days Trial

Plans & Packages

Standard
$65 Per Month

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