Financial Mappers is unique goals based cash flow modelling software shared by the consumer with advisors or institutions.
Consumers can plan their finances, model any future change, and receive specific informational reports, helping them understand their finances and future outcomes.
For advisors our smart technology creates efficiency in on boarding, explanations, understanding risks, readjustments, and preparation of statements of advice.
More importantly it connects and collaborates with current or low net wealth clients and is ideal for scaled or segmental advice.
An enterprise supplied bespoke Australian or International Financial Mappers portal is very valuable to the consumer. This creates a loyal customer who shares a picture of his full finances, goals and intentions. The enterprise doesn’t need AI to supply very targeted guidance reports or product information.
Financial Mappers takes client empowerment, trust and collaboration to the next level.