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
- Cloud Hosted
- Web-based
- Windows
- Mac
Knowledge Base
- 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
- Flat Rate
Free Version
- No
Free Trial
- 30 Days Trial
Payment Frequency
- Monthly Payment
- Annual Subscription
Plans & Packages
Standard
$65 Per Month
