Death of Email for Financial Advisers – Introducing the Client Portal
With increasing cyber security risks, financial advisers are moving to the use of Client Portals and not sending sensitive information through email.
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Empowering Financial Advisers to Provide Affordable Advice
FinTech is providing Financial Advisers with more digital solutions for financial advice.
Where have all the Orphaned Clients gone?
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”.
Does your Software answer the difficult Financial Planning Situations
Financial Mappers gives advisers new digital financial planning that will speed up the financial planning process and improve client engagement.
Financial Advisers Three Top Innovations to Demonstrate the Value you Add
Financial Mappers gives Financial Advisers a selection of digital financial planning and client engagement tools.
Millennials the Future of Financial Advice
Millennials offer Financial Advisers new challenges as they demand now methods of client engagement.
