MyPlanMap
MyPlanMap empowers financial advisors to transform their client interactions by simplifying complex planning processes. By integrating actionable checklists, advisors can enhance visibility and engagement, fostering lasting relationships. This innovative approach not only introduces a new revenue stream for clients but also ensures effective implementation of financial strategies for mutual success.
Top MyPlanMap Alternatives
Kronos Finance
Kronos Finance offers innovative solutions for insurance and investment professionals, enabling seamless data integration and client management through its advanced CRM platform.
NexJ Contact
NexJ Contact offers innovative solutions for managing relationships and interactions effectively.
Equisoft/connect
Equisoft/connect serves as a sophisticated web-based CRM tailored for financial advisors, streamlining the management of clients' insurance and investment data.
Forex CRM
A leading brokerage technology provider, Forex CRM specializes in innovative custom solutions tailored to the unique needs of forex brokers globally.
Doxim CRM
Doxim CRM empowers community banks and credit unions to enhance customer engagement by centralizing crucial information and tools for staff.
BlueMind
Designed for financial advisors, this innovative platform automates routine tasks like correspondence and document management, ensuring compliance effortlessly.
Sticky Advisor
Users can easily update records, manage calendars, and create surveys, all while enjoying a risk-free...
Intelligent Customer Management
By consolidating crucial client information and employing tailored value propositions, it empowers advisors to engage...
PlanMagic Finance Pro
It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
ObjectWay
The platform combines human expertise with advanced technology, empowering firms to optimize investment strategies, improve...
Credito Pratico
With an integrated approach, it simplifies tracking interactions, monitoring progress, and enhancing customer relationships, allowing...
Elements
It integrates essential tools—such as client management, invoicing, and real-time reporting—into a single platform, eliminating...
CapitalBase com
With features like trust account management, incentive plans, and integrated accounting systems, it empowers financial...
Top MyPlanMap Features
- Client engagement tracking
- Customizable checklists
- Revenue stream generation
- Actionable financial insights
- Dynamic recommendation reminders
- Fee-only advisor support
- Nudge-based client engagement
- Implementation tracking tools
- Granular financial planning
- Value capture strategies
- Sustainable client relationships
- Visual financial dashboards
- User-friendly interface
- Automated progress updates
- Performance measurement tools
- Client feedback integration
- Multi-channel communication tools
- Personalized financial journeys
- Collaborative planning features
- Mobile access capabilities
Top MyPlanMap Alternatives
- Kronos Finance
- NexJ Contact
- Equisoft/connect
- Forex CRM
- Doxim CRM
- BlueMind
- Sticky Advisor
- Intelligent Customer Management
- Jobstream
- PlanMagic Finance Pro
- View CRM
- ObjectWay
- Credito Pratico
- Elements
- CapitalBase com
