Online financial roadmap

On your own branded version of Map My Plan, allow clients to build a financial roadmap online, producing a Statement of Advice in seconds on your behalf. At any time, clients (or you) can access their personal financial roadmap, including their current situation and their goals. It is interactive, simple and intuitive to use.

24/7 access

Your clients can update their details at any time and experiment with different scenarios in a risk free and compliant environment. Their personalised Statement of Advice becomes their living plan! Map My Plan provides you with up to date information as soon as your client makes a change, allowing you to continually interact with your clients 24/7.

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