eSOA and eReview
The FPA has stated that the model of giving a client 100-pages of information, is too complex for the client and too expensive for the adviser.
The FPA is commencing an initiative to design a digitally delivered client interactive SOA for better client engagement and understanding.
Financial Mappers is designing such a portal and will be available for all advisers to view and comment as the project develops.
FPA Congress 2019
Financial Mappers is a partner at the FPA Congress 2019 in Melbourne. Here we will be demonstrating our new digital interactive Statement of Advice (eSOA). This will be designed so the same model can be used for annual reviews and will be called the eReview.
Watch this video to discover the extra value that is coming soon to Financial Mappers Pro!
We would love to hear your thoughts about this….
Please let us know in the comments section below….