MYPLANMAP
SaaS Chatbot product for Independent Financial Advisors and Financial Planners to Improve Client Review Meetings
MYPLANMAP
Industry:
Financial Services FinTech SaaS Software
Founded:
2013-12-01
Address:
Toronto, Ontario, Canada
Country:
Canada
Website Url:
http://www.MyPlanMap.com
Total Employee:
1+
Status:
Active
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics Global Site Tag
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Current Advisors List
Current Employees Featured
Founder
Official Site Inspections
http://www.MyPlanMap.com
- Host name: 74-208-236-165.elastic-ssl.ui-r.com
- IP address: 74.208.236.165
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "MyPlanMap"
MyPlanMap - Crunchbase Company Profile & Funding
Where is MyPlanMap 's headquarters? MyPlanMap is located in Toronto, Ontario, Canada. Who are MyPlanMap 's competitors? Alternatives and possible competitors to MyPlanMap may …See details»
MyPlanMap Company Profile - Office Locations, Competitors
MyPlanMap is a company developing a plan monitoring tool for independent financial advisors. It enables users to create templates, repackage and load them for clients onto MyPlanMap. See …See details»
MyPlanMap | F6S
MyPlanMap - Frictionless Financial Planning Operations Software. MyPlanMap founders & employees. Eugene Ting. Toronto, Canada. Engineer, Customer Experience Designer, …See details»
MyPlanMap - Crunchbase
SaaS Chatbot product for Independent Financial Advisors and Financial Planners to Improve Client Review MeetingsSee details»
MyPlanMap - Contacts, Employees, Board Members, Advisors
MyPlanMap has 1 current employee profile, Founder Eugene Ting. MyPlanMap has 1 board member or advisor, Eugene Ting.See details»
My Plan Map - Facebook
MyPlanMap is a tool for Financial Planners that truly engage clients at scale.See details»
MyPlanMap - Frictionless Financial Planning Operations Software
Feb 2, 2015 · MyPlanMap is a platform for Financial Planners to help them take control of their Recommendations and make it actionable. We want to enable all advisors to track your practice and client activity...See details»
MyPlanMap Reviews & Pricing 2024 - GoodFirms
Financial Planning Monitoring Software for Independent Financial Advisors. Want to answer your Clients' questions: - What have you done for me lately? - Ho.See details»
MyPlanMap - Financial Planning Client Engagement Platform
Everything about MyPlanMap, the leading platform that Financial Planners use to engage their clients and scale their practices easily.See details»
Financial Planning Software that Makes Plan Operations Pain Free
May 27, 2015 · MyPlanMap (MPM) has changed all of that. By setting up a client in their system, you can enter all of the follow-up tasks from a meeting and schedule the timing as to when …See details»
MyPlanMap Reviews - 2024 - Slashdot
MyPlanMap user reviews from verified software and service customers. Explore ratings, reviews, pricing, features, and integrations offered by the Financial CRM product, MyPlanMap.See details»
Do This to Create Sustainable Value Communication to Clients
If you’re interested in creating simple client roadmaps that you can set up in minutes, sign up to see how MyPlanMap can help you create sustainable value communication and increase the …See details»
MyPlanMap Price, Features, Reviews & Ratings - Capterra India
Get information about MyPlanMap price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.See details»
MyPlanMap - Tech Stack, Apps, Patents & Trademarks - Crunchbase
MyPlanMap uses 18 technology products and services including HTML5 , jQuery , and Google Analytics, according to G2 Stack. MyPlanMap is actively using 28 technologies for its website, …See details»
About – MyPlanMap - Medium
About MyPlanMap on Medium. Financial Planning #fintech Software that Makes Plan Operations Frictionless. Founded by @_eugeneting. MyPlanMap.com.See details»
MyPlanMap Pricing, Alternatives & More 2024 - Capterra
What is MyPlanMap? Scale your financial planning practice easily through this instant client engagement system. Based on other buyer's searches, these are the products that could be a …See details»
MyPlanMap - The Wealth Mosaic
Demonstrate - show off the ‘Shadow’ you know you do. Curate - easily curate a client experience that is just as easy for them. Engage - designed to make your client response rates skyrocket. …See details»
MyPlanMap - Welcome and On-Boarding Walkthrough - YouTube
Sep 23, 2019 · This is how you set up MyPlanMap when you first get started.Easily add your Clients basic info, create your first Client Recommendation and each successive a...See details»
MyPlanMap – Medium
Read writing from MyPlanMap on Medium. Financial Planning #fintech Software that Makes Plan Operations Frictionless. Founded by @_eugeneting. MyPlanMap.com.See details»
Top 10 MyPlanMap Alternatives & Competitors in 2024 - G2
The best MyPlanMap alternatives are Joist, BBVA Customer API, and BBVA Payments API. Find top-ranking free & paid apps similar to MyPlanMap for your Other Finance & Insurance …See details»