Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Screenshots View All

Screenshots View All

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

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