Demo Moneymap
Answer the questions below to be redirected to the white-labeled Moneymap demo for "Fintech Company."
You will simulate the user experience by working with one of our CFP® professionals for up to three weeks (your users have unlimited access).
Please answer as many of the four KYC questions below that your company has user data on.
With the Moneymap demo you will:
Work asychronously with a Moneymap financial planner.
Simulate the user experience to see how Moneymap drives outcomes.
Get ideas on how the platform can be customized for your company.
General communication
For general inquiries, including partnership
opportunities and media, please email: