Statement of Advice

Give your Clients Online Access to your eSoA, eRoA, and other eReports:

 

via the

Client eReview Gateway

 

 the Financial Mappers Pro feature that enables you to provide DIGITAL ADVICE

 

The FPA launched an initiative at the FPA Congress 2019 to explore ways to digitally deliver a Statement of Advice in a format which makes it easier for the client to understand.

Financial Mappers was one of a small group of FinTechs invited to design such a product.  We launched our Client Review Gateway at the FPA Congress 2019.

The Client Review Gateway can also be used to deliver any other digital report and examples are displayed on this page.  This includes our most recent upgrade – the Wealth Tracker Performance Review.

With the arrival of COVID-19, the FPA again reached out for Financial Mappers to develop an RoA for the COVID-19 Early Access to Superannuation.

 Demonstration of eReview using Client Review Gateway

 

Featured Reports

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional eReview Reports

 

View this sample of other reports created for usage in the Client Review Gateway

 

 

 

 

 

 

 

 

 

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