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ease
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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our platform and services are safe. We are a Dutch provider and always offer more. We are transparent with our users and show our reliability in all that we do. This is what we call quality. We value our users and strive to provide the best experience. We are available to all and can be reached in a simple language. No matter your level of experience, power or input. We add to it whenever possible. That's where we believe we can make a difference. Believe in teamwork, not in different disciplines. It suits us, and it is something that goes without saying. We don't stop learning and we continue to improve the platform and our users. We are always looking for ways to improve and to be at the forefront.

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

BitCanna
CoinTracking

Integrations

BitCanna
CoinTracking

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

Coinmerce

Founded

2017

Country

Netherlands

Website

coinmerce.io

Vendor Details

Company Name

MyPlanMap

Founded

2014

Country

Canada

Website

www.MyPlanMap.com

Product Features

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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Alternatives

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