MyPlanMap

MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client Question
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Overview
MyPlanMap
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?
Media
Core Features
Financial Planning Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Credit Card Management
  • Risk Management
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
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Knowledge Base
  • Video Guides