Financial Planning Software for Financial Professionals

Financial Professionals


Involve, Understand and Educate your Clients

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Financial Mappers Pro is cashflow modelling software that generates client
reports in real time. Our software engages the client during face to face or online
meetings.

Financial Mappers Pro – software

Financial Mappers Pro has been designed for members of the Financial Services Industry.
Financial Advisers, Accountants and Mortgage Brokers have specific needs, and these
have been accommodated for in in the Pro version. Accountants and Mortgage Brokers
who do not wish to use the software can give their clients access the Enterprise version,
Financial Mappers Lite.

The Future of Financial Advice

Smoothly transition to online servicing, rapid planning and much closer client engagement.

Financial Pro Software Fly-through

See a fly-over of Financial Mappers Pro for financial professionals, in action.

Accountants & Financial Advisers

Explore strategies and management of SMSF and Retirement accounts.

Statement of Advice Full Service

Take online client engagement to the next level with digital reports and collaboration.

 

Advisers

Financial Advisers, transition your Practice to affordable, Scaled Advice

>> Financial Mappers is so easy to use, you can quickly make changes to the plan during a meeting a meeting 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 is designed to provide a secure face to face or online tool of engagement with your clients.

Mortgage Brokers

Assess your Client’s Cash Flows Powerful software for your serial property investor clients

>> 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.

Accountants

SMSF Cash Flow Modelling for Accountants – Generate your SOA and SMSF Investment Strategy Report

>> 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.

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Integration Partners

Financial Mappers Pro – software

Integrated CRM, workflow, document management and revenue solution.

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