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Financial Mappers

Goals-based cash-flow modelling software shared between consumers and their advisers or institutions.

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Overview

Financial Mappers is goals-based cash-flow modelling software from Australia, designed to be used by consumers and shared with advisers or institutions. It emphasises 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 modelling
+ 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

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