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.
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