Also Known As…
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Financial Advisor Software
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Cashflow Management Software
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Wealth Management Software
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Retirement Planning Software
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Superannuation Planning Software
Financial Planning Software for Advisors
Including Mortgage Brokers & Accountants
Future of Financial Advice
Smoothly transition to online servicing, rapid planning and much closer client engagement.
Financial Pro Fly-through
See a fly-over of Financial Mappers Pro for financial professionals, in action.
Accountants & Advisors
Explore strategies and management of SMSF and Retirement accounts.
The Client (Connect) Portal
Secure messaging and uploading of documents including SOA
Financial Advisors
- Financial Mappers is so easy to use, you can quickly make changes to the plan during a meeting and immediately demonstrate the outcome.
- Financial Mappers is priced so you can use the cash-flow modelling software as a supplement to software provided by your CRM.
- Financial Mappers provides a secure face to face or online tool of engagement with your clients that can be uploaded internally to our Connect Portal as a permanent record for both parties to view.
Accountants
- Quickly demonstrate the outcomes of an SMSF account that can be integrated into a complete cash flow model of your clients’ finances.
- Let your client share the software and create a 5-year plan that demonstrates their financial intentions over the next 5-years so you can recommend the best tax strategies for future investments.
- Give your clients access to the Enterprise version, Financial Mappers Lite, where the client has access to your white labelled software, but you do not need to create plans.
Mortgage Brokers
- For your long-term high net worth clients build long term debt management strategies using our cash-flow modelling software.
- Share the software with your clients so you can collaborate on their property purchases and loan strategies, allowing your clients can generate Reports that may be shared with you.
- Give your clients access to the Enterprise version, Financial Mappers Lite, where the client has access to your white labelled software, but you do not need to create plans.
Integration Partners
