Want a Tool that’s Valuable for your Clients and Productivity Enhancing for You?
Provide your clients with a valuable planning resource and benefit from building trust while creating business efficiency and growth with selective information sharing.
Give your clients a helping hand to understand and manage their finances. Let them see five years into the future with one simple, easy to use financial planning tool.
Reports designed by you can be shared, allowing provision of educational content, product information, or segmental general advice.
Your clients can create a 5 year plan, including goals and intentions.
They receive detailed reports explaining:
- Current Financial Position
- Outcome of planned savings and investments
- Insurance Needs Evaluation
When clients share reports with your company, you can easily assess and deliver appropriate information or general advice.
Who can Financial Mappers LITE help?
Help Videos for Clients
These videos can be customised for your company
Manage My Investments