Greater Client Engagement

The FPA launched an initiative at the FPA Congress 2019 to explore ways to digitally deliver a Statement of Advice in a format which makes it easier for the client to understand.

Financial Mappers was one of a small group of FinTechs invited to design such a product.  We launched our Client Review Gateway at the FPA Congress 2019.

Interactive Reports

See how FM-Pro software generates individualised reports for your Clients

Statement of Advice

Client e-Review Gateway

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Statement of Advice - Insurance

eReview Gateway

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Plan Map Illustrated

eReview Gateway

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First 5yrs of Client Plan

eReview Gateway

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Debt Management Report

eReview Gateway

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Retirement Plan Report

Client e-Review Gateway

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Wealth Tracker Performance

eReview Gateway

Looks at investments, superannuation and gives your client an overview of where they stand.

COVID-19 Access to Super

eReview Gateway

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Disclaimer: Financial Mappers does not have an Australian Services License, does not offer financial planning advice, and does not recommend financial products.