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FinMapper for Advisers
Use FinMapper's modelling engine and intelligence system to serve your clients better. Generate branded reports, manage portfolios at scale, and deliver data-driven financial planning — all with full compliance.
Branded Reports
Generate professional reports with your firm's letterhead, logo, and branding. FinMapper compliance disclaimers remain prominently displayed.
Client Portfolio Management
Manage multiple client portfolios, run retirement projections per-client, and track their financial journeys over time.
Compliance-Ready Output
All outputs include FCA-grade disclaimers and methodology references. Transparent, auditable, and regulator-friendly.
AI-Powered Insights
Leverage the FinMapper intelligence engine to generate structured health scores, risk assessments, and personalised recommendations for each client.
Adviser Tier
- Custom letterhead and branded report generation
- Multi-client portfolio management dashboard
- Full FinMapper modelling/projection engine per client
- AI health scores and intelligence reports
- All outputs include FinMapper compliance disclaimers prominently
Register Your Interest
Be among the first to access FinMapper's adviser tools.
Important: All adviser-generated outputs carry FinMapper compliance disclaimers. Custom branding does not override regulatory notices.