Financial Mappers provides detailed information on specific topics so you can get the best value out of the software. From time to as the need arises, or there is a software upgrade, new documents will be uploaded or current documents amended.
How to Write an Advice Record
Creating the report
Making a Plan
How to make a plan
Budget, Transaction Account & Investment Plan Cash Flows
Budget income & expenses, Investment Income & Transaction (Bank) Accounts PDF
Interest Earing Accounts: Cash, TDs & Bonds
Your Interest-Earning Assets can be categorized, each having different features.
Shares and Managed Funds
Managed Funds can have specific asset allocation. Shares are listed as Domestic Equities..
Real Estate
Includes Home, Investment Property, and Property Trusts
Retirement Accounts
Includes Superannuation, SMSF and Annuities
Income Streams in Retirement
Create a layered income stream, selecting which assets to use in the drawdown.
Plan Construction
Use Statistics, Financial Targets and Asset Allocation
Modelling Tools
Create “What If?” scenarios using Modulators, Historical Data and Economic Cycles
Insurance Needs Evaluation
Evaluate cash flows should you suffer one of three adverse events
Report Templates
Modify the Template Reports to create you unique Report, giving you the information you require
Conversational SmartPanels
Automate your report generation with these SmartPanels that write text about the plan.
Simple SOA or Strategy Document
These simple reports do not use the SOA Editor and are intended for short plans.
Client Review Gateway
Digital tool for face-to-face or online meetings.
Wealth Tracker Performance Review
Demonstrate the value you add by comparing actual performance with projected performance.
Sharing Software with Team Members and Clients
Learn all the features sharing information only with nominated people.
Connect Client Pre-Advice Onboarding
Onboard new clients whose needs are simple, but will require advice in future years.
New Zealand Financial Advisers
Your platform can set all the default options for New Zealand.
Country Specific Customization
Explore the options available for using the software in multiple countries
