Death of Email for Financial Advisers – Introducing the Client Portal
With increasing cyber security risks, financial advisers are moving to the use of Client Portals and not sending sensitive information through email.
Read article
Financial Mappers for New Zealand Financial Advisers
Financial Mappers Pro now accommodates financial advisers located in New Zealand and other countries.
Empowering Financial Advisers to Provide Affordable Advice
FinTech is providing Financial Advisers with more digital solutions for financial advice.
Millennial Trend to Quit Work Early
Millennials see the value in preparing for their retirement early, thus giving them many more choices as they get older.
Where have all the Orphaned Clients gone?
Dealer Groups appear to be telling their advisers to lose clients with a small investment base or who have low to average incomes. Such clients are called, “Orphaned Clients”.
Does your Software answer the difficult Financial Planning Situations
Financial Mappers gives advisers new digital financial planning that will speed up the financial planning process and improve client engagement.
