Current members

  • Financial Mappers (Plencore Wealth Ltd)
  • Financial Mappers allows financial advisors and institutions to deliver affordable digital advice. Financial Mappers combines and automates most of the steps in the planning process. Reports are generated and simultaneously altered as the advisor is modelling or demonstrating strategies and outcomes. One click alters an entire plan and its SOA. Client connection, understanding and involvement is unparalleled. Already with an international presence, we can help any organization provide online financial advice to the mass market.
  • Wealth & Investment