Financial Mappers for New Zealand Financial Advisers
Financial Mappers Pro now accommodates financial advisers located in New Zealand and other countries.
Financial Mappers Pro now accommodates financial advisers located in New Zealand and other countries.
FinTech is providing Financial Advisers with more digital solutions for financial advice.
Millennials see the value in preparing for their retirement early, thus giving them many more choices as they get older.
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”.
Financial Mappers gives advisers new digital financial planning that will speed up the financial planning process and improve client engagement.
Financial Mappers gives Financial Advisers a selection of digital financial planning and client engagement tools.