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