Money Mapper
All-in-one financial management

Admin Dashboard

Contact Requests

NameEmailPhoneInterestMessageCreatedActions
1

Users

NameEmailPhoneIncomeAgePlanCreated
1

Update User Net Worth

This value will appear on the user's dashboard with a timestamp.

Assign Plan

Sets plan on user profile (visible on their dashboard).

Upload Documents for a User

Uploaded docs appear on the user’s dashboard instantly.