Financial Mappers Enterprise

A digital financial planning tool that’s valuable for your clients and productivity enhancing for you.

Improving the financial literacy skills of the community brings great economic benefits to both the public and industry. Financial Mappers Lite which may be upgraded to Premium is the perfect tool for you to play a role. The software is for the exclusive use of account holders.  However, they can generate reports that have been customized by you and share these reports with you.

You may be an employer or organization that wants to improve the financial well-being of your members.  You may be part of the financial services industry where having more financially literate clients will help both you and your client.

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Financial Planning Software

Use as a Client Engagement Resource
  • Cash flow modelling software designed exclusively for your clients’ use. We limit our Lite version to a 5-year savings plan.
  • Clients can upgrade to the Premium version.
  • Are you an accountant or mortgage broker who wants clients to generate their own reports about future financial intentions?
  • Are you a corporation or employer who wants to improve your clients’ Financial Literacy?