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.
Financial Mappers gives Financial Advisers a selection of digital financial planning and client engagement tools.
Financial Mappers enables those Financial Advisers who want to service large volume, low cost clients.
Explore Finametrica’s method of risk profile and see how risk profiling is accommodated in Financial Mappers
Investment decisions need careful planning before you purchase. With Financial Mappers you can test the likely outcomes of your investment before you buy.
Sometimes investment decisions are made and later you may have doubts about that decision. If so you can use Financial Mappers to do some cash flow modelling and “What if” scenarios to decide if you should sell or hold the investment.
In this article, we share our top tips for budgeting for the new financial year, from creating a financial forecast to discussing money matters with your partner, setting savings goals, and using a budgeting app or financial planning tool. So the end of the financial year is over, phew! You’ve probably had a few celebratory…