Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
BitCanna
No
CoinTracking
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
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
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
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