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Description
Developing exceptional products is essential for the success of our clients. We strongly assert that quality products have their own voice, and the acknowledgment from our customers serves as our utmost assurance. By consistently enhancing our technology platform, our focus remains on ensuring customer satisfaction. We are convinced that effective technology can boost efficiency, allowing us to address user needs more swiftly and adequately. Through ongoing transparency and the sharing of data, we aim to collaborate with our ecosystem partners to foster mutual benefits. We hold the belief that a thriving ecosystem must be cultivated collectively, as a collaborative environment will yield greater value creation and pave the way for a future driven by digital intelligence. Together, we can transform challenges into opportunities for growth.
Description
We advocate for the importance of engagement through simplification, aiming to break down concepts into their most digestible forms. Our approach prioritizes clarity, granularity, and ease, which we believe are essential for generating value. Our mission is to foster sustainable and enduring value creation for fee-only advisors, enabling them to develop new revenue streams for their clients. By offering this additional service, financial advisors can enhance their value proposition, allowing clients to benefit from the comprehensive implementation of their financial plans. We strongly believe in creating Win-Win scenarios that benefit both planners and their clients alike. Furthermore, we emphasize the significance of checklists and their transformative power, encouraging actionable steps that can enhance the lives of both advisors and their clients. Ultimately, our goal is to increase the visibility and dynamism of financial advisors, helping them to effectively remind and motivate clients with essential financial planning recommendations. In doing so, we ensure that both advisors and their clients can thrive through improved communication and actionable insights.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Foshan Xiaotu Technology Software
Founded
2021
Country
China
Website
bootgraph.com
Vendor Details
Company Name
MyPlanMap
Founded
2014
Country
Canada
Website
www.MyPlanMap.com
Product Features
CAD Viewers
Annotate
Batch Conversion
Collaboration Tools
Editing
Track Changes
View .DWF Files
View .DWG Files
View .IGES Files
View .STEP Files
View .STL Files
View 2D Files
View 3D Files
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management