Average Ratings 1 Rating

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 No 
Batch Conversion No 
Collaboration Tools No 
Editing No 
Track Changes No 
View .DWF Files No 
View .DWG Files No 
View .IGES Files No 
View .STEP Files No 
View .STL Files No 
View 2D Files No 
View 3D Files No 

Product Features

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

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