Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning
Financial Mappers
Goals-based cash-flow modeling software shared between consumers and their advisers or institutions.
Unclaimed — profile compiled by Finantrix editorsWork at Financial Mappers? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing
Overview
Financial Mappers is goals-based cash-flow modeling software from Australia, designed to be used by consumers and shared with advisers or institutions. It emphasizes ease of use so individuals can plan and understand their long-term financial future.
The software is offered in several versions, including a free consumer plan, a professional edition for advisers, and an enterprise edition for institutions providing digital cash-flow tools to clients. It does not provide financial product advice.
Key Features
- + Goals-based cash-flow modeling
- + Long-term financial planning and projections
- + Adviser and client plan sharing
- + Free, professional and enterprise editions
- + Client-facing digital planning tools
- + Reports for advisers and clients
Integrations
Open API
See something inaccurate or out of date? Let our editorial team know.