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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
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