Mortgage Brokers Embrace New Software for Debt Management
Mortgage Brokers who want a better understanding of their clients full financial information can now engage with their client using the software Advice Online.
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Interesting anecdotes from the author’s personal experiences of investing over a forty year period. Small businesses, equities and real estate and superannuation tips for both the inexperienced and advanced investor.
Financial Mappers Pro was designed for members of the Financial Services Industry – Financial Advisers, Accountants, and Mortgage Brokers have specific needs which we added to the Pro version, using their AFSL when giving financial advice. Professionals who do not need the software can give their clients access to the Enterprise (Lite) version, To find out more view the page for Financial Professionals. You can also view examples of our Digital SOA.
Financial Mappers Lite. Financial Mappers Lite can be upgraded to a Premium version and is designed for enterprises that want to provide clients with digital tools for cash flow modelling. No financial advice is included in the software. Find out more about the Enterprise version.
Financial Mappers has exactly the same functionality for financial planning as Financial Mappers Pro, and is sold to the public as a Software as a Service (SaaS) subscription service. No financial advice is included in the software. Click here to learn more or click here to subscribe to our service.
Financial Advice Online is our new product developed in response to the Quality of Advice Review. This product is designed to deliver a multi-media Fit for Purpose Advice Record. The product is a unique way to deliver financial advice, that includes an educational program and allows the client to view the results of the financial plan and generate their own reports based on the adviser’s plan. This product is fully white-labeled and can be seamlessly integrated into any CRM. Find out more about Financial Advice Online for Australia and New Zealand.
Financial Advice Online – Integrated with open-source CRM has the same features as Advice Online, but the software is integrated with a CRM.
Graeme – 75+ years old
Adriaan – DIY 56-65yrs old
Dwaine – ex Financial Advisor
Glenda – Financial Coach
Mortgage Brokers who want a better understanding of their clients full financial information can now engage with their client using the software Advice Online.