Getting Started with FM-Lite
The aim of the Resources Page is to introduce companies who want to explore the opportunities to grow their business by providing financial planning tools to their clients. If there are any unanswered questions please reach out to Glenis Phillips, the Designer of Financial Mappers – gl*************@******************om.au (Phone 0411 086 532).
If you have been collaborating with Malcolm Williams please reach out to him as well.
Financial Mappers for Lite & Premium Clients
Introduction to FM-Lite
Financial Mappers Overview
Product Overview
FM-Lite – Pricing
Pricing Guide
FM-Lite – Getting Started
Where to begin?
Import Client Details
File with columns ready for import.
Core Software Features
A quick Insurance Needs Evaluation is very useful for the user to calculate whether or not they have sufficient cash flow if they should suffer one of three adverse events in any of one of the first 3-years of the plan.
Insurance Needs Evaluation
Demonstrates how to compare cash flows after an adverse (life) event.
Reports and Sample Plans
Find out more
My 5-Year Savings Plan
A savings plan for the next 5 years
Plan Map
Review of plan transactions
Starting Position Report
Current financial position
Productivity Features
These short video clips demonstrate how to create plans using either Lite or Premium.
Manage My Investments
4min walk-through of how to invest
Manage My Debts
3min walk-through video of how to manage loans
Manage My SMSF
3 min walk through of Self-managed Superannuation Fund
The Report Builder allows you to completely customize the reports for use by your clients, members, or employees. A comprehensive set of Template Reports are also provided. The software allows the Company to create reports that provide the information they would like shared.
How to Use The Report Builder
Customize the Template Reports
Smart Panel Reference Guide for Report Builder
200+ Smart Panels for Reports.
SOA Images & Money Smart Thumbnails
Images for use in reports.
Financial Mappers Lite Onboarding
FM-Lite Onboarding Process
Setting up FM-Pro & License Agreement
Template Disclosure Statement
Setting up FM-Pro & License Agreement
Sample License Agreement
Your agreement is custom-made
