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Description
Customizable tables equipped with detailed controls enable your internal team to access, perform full-text searches, modify, remove, and add data entries within your systems. These adaptable tables support comprehensive viewing and searching, allowing users to quickly locate all occurrences of specific words, numbers, or dates within the dataset. You can effortlessly import or export CSV files to streamline data management and access. Additionally, you can rearrange and edit table columns to design layouts that best fit the needs of your team. The process for adding and updating records is straightforward and user-friendly. As demonstrated below, the configuration options are flexible, and we offer a software development kit (SDK) to facilitate data validation. Furthermore, you can merge data from various systems to generate robust unified views of customers, transactions, or other entities using our intuitive drag-and-drop builder. This builder allows you to create custom views while also enabling the triggering of external webhooks, inline field editing, and integration with VOIP services for enhanced functionality. Through these features, your organization can effectively manage and analyze data like never before.
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
Integrations
Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Linode
Microsoft Azure
Integrations
Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Linode
Microsoft Azure
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
MissionKontrol
Founded
2019
Country
United Kingdom
Website
missionkontrol.io
Vendor Details
Company Name
MyPlanMap
Founded
2014
Country
Canada
Website
www.MyPlanMap.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management