Onboarding Process for Your Financial Mappers Pro Software
These documents will assist you when you decide to purchase Financial Mappers Pro. Please read the document “Onboarding Process” to ensure you have everything to need to customize your platform. Once you have completed and signed the FM-Pron License Agreement, Glenis Phillips will send you the link you require to upload your platform. At the same time, she will send you an invoice. The amount will be decided on the number of advisers and paraplanners you want to onboard. If you decide to enable the ProConnect LITE Feature for all clients please advise and your first quarterly fee will be included. (Refer to the Pricing Document)
Onboarding Process
Details the steps your Chief Administrator needs to complete the Registration Process
Template Disclosure Statement (Word Document)
This is a sample Disclosure Statement, but you can change the wording or include you own.
FM-Pro License Agreement
Blank License Agreement which can be signed electronically or downloaded signed and returned.
