Visit Financial Mappers, a partner at the FPA Congress 2019, in Melbourne to see our exciting practice enhancements.
Financial Mappers performs modelling and client demonstration of any scenario and swift SOA construction.
The FPA has asked that we showcase how you can present your SOA digitally in a multimedia format, using our Client Review App.
Your advice can now be understood more readily, and your clients are educated and engaged in the advisory process.
Whether a solo adviser, multi-disciplinary advisory group, or larger institution, Financial Mappers will enable efficiency and cost reduction together with better client engagement and connection with new clients in the digital age.
To find out more on our website – E-REVIEW (Interactive Reports)
Glenis Phillips SF FIN – Designer of Financial Mappers
Disclaimer: Financial Mappers does not have an Australian Services License, does not offer financial planning advice, and does not recommend financial products.
Author: Glenis Phillips
https://financialmappers.com.au Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
