With increasing calls to improve Cyber Security for Financial Adviser Software, Financial Mappers has upgraded the software so that the adviser does not need to use email or third-party apps to transfer information between adviser and client.
Both the financial adviser and client have a shared portal where:
Adviser and client can message each other
Adviser and client can upload documents
Adviser and client can share plans
Our Connect Portal allows secure messaging and document upload.
For full details of the upgrade, go to Financial Mappers/Software/Financial Professionals and register for the Demonstration Video.
Watch Video
In the meantime, watch this 90-sec video Connect Portal – Secure Messaging and uploading of Documents for Financial Advisers.
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.
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.
