MyPlanMap is a fintech startup founded in 2014 that offers a Simple Plan Monitoring Tool for Independent Financial Advisors. The company provides a revolutionary way to create Client Implementation RoadMaps, enabling financial advisors and firms to tell a client's financial life story in seconds. MyPlanMap operates in the Financial Services, Fintech, Messaging and Telecommunications, and SaaS industries. As of now, there is no publicly available information about the headquarters, last investment, or the last investment investors. With its innovative solution for financial advisors, MyPlanMap presents an intriguing opportunity for potential investors seeking disruptive technologies in the financial sector.
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Canada Market
Financial Services
About MyPlanMap
Taxonomy: FinTech, Financial Planning, Financial Advisory, Client Collaboration, Client Workflow, Customer Relationship Management, Checklists, Chatbot, Roboadviser
No funding data available for MyPlanMap yet.
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