Built by advisers, for advisers key features and benefits

Acquire new clients at minimal cost

Providing prospects with access to Map My Plan allows them to gather all the important information before your first meeting. Automating the process of Fact Finding and the Statement of Advice saves you time and money, making the on boarding of new clients extremely cost effective. You will now have more time to focus on building strong relationships with your clients.

Discover new advice opportunities

Map My Plan Adviser portal enables you to view individual dashboards and run customised reports that identify new opportunities for advice. As an Adviser this presents the perfect time to proactively contact your clients and offer a unique solution at the time they have identified the need.

Improve the value of your business

Using Map My Plan’s digital solution as an engagement tool for new and existing clients will enable more advice to be provided to more clients. This in turn will also increase the size and quality of your client pipeline and your business revenue resulting in the growth and value of your business.

Clients are empowered

Map My Plan puts your clients first. It’s easy, fun and intuitive to use, making your clients feel in control and empowered as they are being educated on the value of financial advice. The ‘contact your adviser’ function makes it easy for clients to directly ask you for help when they need it.

Improve client engagement

Because it is always available, you can service your clients 24/7 without any effort. We customise the platform for your business, co-branded with your logo, while our automated and tailored emails help clients stay on track with their financial goals, keeping them engaged and keeping you front of mind.

Fully licensed with no product sales

Advisers have the choice of using Map My Plan’s AFSL for the provision of digital Advice or you can use your own AFSL. A Statement of Advice can be produced in seconds enabling clients to generate an advice document from anywhere at any time. We will leave the implementation to you – as we guarantee to never sell or recommend any specific financial products.