Myplanmap

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MyPlanMap is a revolutionary way to create Client Implementation RoadMaps and allows the Financial Advisor and firms to tell a client's financial life story in seconds.

Company Details

Founded
-
Address
Toronto, Ontario M5v4b3, Ca
Email
su****@****map.com
Industry
It Services And It Consulting
NAICS
Computer Systems Design and Related Services
Other Computer Related Services
Website
myplanmap.com
Keywords
FinTech, Financial Planning, Financial Advisory, Marketing, Client Collaboration, Client Workflow, Customer Relationship Management, Checklists, Chatbot, Automation, Roboadviser.
HQ
Toronto, Ontario
Competitors
Canadian Wealth Inc., Casacom, Viviplan, Perfiqt, Veritas Communications, High Hill Designs.
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