MyPlanMap
MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client QuestionOverview
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?
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
0.0
Licensing & Deployment
- Cloud Hosted
- Web-based
- Windows
- Mac
Knowledge Base
- Video Guides