Financial Mappers
Financial Mappers is an Australian SaaS provider of cash flow modelling and financial planning software for DIY investors, financial advisers, accountants, mortgage brokers, and enterprise financial corporations across Australia and New Zealand.
- Company typePrivate
- Founded2014
- HeadquartersHamilton, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Financial Mappers does
Financial Mappers is an Australian SaaS financial planning and cash flow modelling software provider, founded in 2014 and headquartered in Hamilton, Queensland. It is operated by Plencore Online Pty Ltd (ACN 601 265 598), a wholly owned subsidiary of Plencore Wealth Limited, an unlisted public company registered with ASIC (CAN 601 251 192). The company sells subscription access to a cloud-hosted, web-based application that generates real-time client financial reports through an online portal designed for both face-to-face and online adviser meetings. The product family consists of Financial Mappers for DIY investors, Financial Mappers Pro for advisers, accountants, and mortgage brokers operating under an AFSL, Financial Mappers Lite for enterprise and white-label deployment, and a limited Financial Mappers FREE tier. Add-on modules include Financial Advice Online (a multi-media Fit for Purpose Advice Record developed in response to Australia's Quality of Advice Review), Digital Statement of Advice, Bespoke Software, and Gift Vouchers.
The platform embeds Australian Taxation Office rules covering full life-cycle and retirement planning, with separate tax calculations for SMSF and Non-SMSF investments. It does not provide financial advice itself. Revenue is generated through monthly SaaS subscriptions paid directly to Plencore or via Planner-sponsored invitations, supplemented by enterprise Lite and Premium upgrades, bespoke development work, gift vouchers, and OEM/white-label deployments through AdviceOnline in both Australia and New Zealand. The product can be integrated into third-party CRMs, including an open-source CRM variant, supporting embedded distribution to financial advisers, accountants, financial product sellers, and financial corporations.
The company operates with 11-50 employees, has no external venture capital disclosed, and is run by Director Glenis Phillips. Distribution is multi-channel, combining self-serve consumer subscriptions, professional direct sales, enterprise sales, and white-label OEM partnerships. Marketing is content-led through blog, Facebook, LinkedIn, YouTube, and an email newsletter, targeting a vertically segmented customer base spanning DIY investors, individual professionals, and enterprise financial corporations across Australia and New Zealand.
Financial Mappers firmographics
Firmographics- Name
- Financial Mappers
- Legal name
- Plencore Online Pty Ltd
- Website
- https://financialmappers.com.au
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Financial Mappers is an Australian SaaS provider of cash flow modelling and financial planning software for DIY investors, financial advisers, accountants, mortgage brokers, and enterprise financial corporations across Australia and New Zealand.
- Ownership category
- akta.pro rank
Financial Mappers industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (513210)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital/Robo Financial Planning (FSAEAAAK)
- akta.pro secondary industries
- Budgeting & Cash-Flow Management (FSAGADAA), Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where Financial Mappers is headquartered
LocationHeadquarters
- HQ city
- Hamilton
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Financial Mappers business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscription - Financial Mappers: Financial Mappers is sold as a Software as a Service (SaaS) subscription service to the public. No financial advice is included in the software. Users pay subscription fees for access to the application during the term of their subscription.
- SaaS Subscription - Financial Mappers Pro: Pro version designed for Financial Advisers, Accountants, and Mortgage Brokers with AFSL when giving financial advice. Professionals can give their clients access to the Enterprise (Lite) version.
- SaaS Subscription - Financial Mappers Lite: Enterprise version designed for companies that want to provide clients with digital tools for cash flow modelling. Can be upgraded to Premium version. No financial advice is included.
- Financial Mappers FREE: Limited free version - plans limited to 5 years, 5 basic reports, and no modelling tools. No time limit and no obligation to upgrade to the full version.
- Financial Advice Online: Multi-media advice delivery product designed to deliver Fit for Purpose Advice Records. Fully white-labeled and can be seamlessly integrated into any CRM. Available in versions for Australia and New Zealand, including CRM integration.
- Gift Vouchers: Gift vouchers available for purchase for family and friends.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free version for DIY investors with basic 5-year financial planning |
| Subscription | Monthly | Standard subscription for DIY Investors |
| Subscription | Monthly | Pro version for Financial Advisers, Accountants, Mortgage Brokers |
| Subscription | Monthly | Enterprise version for Financial Corporations |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels5 records
Financial Mappers product offering
Product offeringCore offering
Financial Mappers sells cloud-based SaaS financial planning and cash flow modelling software through tiered subscriptions. The core product provides real-time scenario modelling, automated client report generation, and integrated ATO/SMSF tax rule logic for DIY investors, financial advisers, accountants, mortgage brokers, and financial corporations. The platform also offers a white-labelled multi-media Statement of Advice (Financial Advice Online) and bespoke software development.
Product overview
Financial Mappers is a SaaS-based financial planning software platform offered across multiple tiers. The core platform provides cash flow modelling and scenario planning for investment and retirement planning. The product family consists of Financial Mappers (DIY investor version), Financial Mappers Pro (professional adviser version with AFSL compliance and Digital SOA), Financial Mappers Lite/Enterprise (white-label enterprise version for corporations), Financial Mappers FREE (limited free tier), Financial Advice Online (multi-media advice delivery with CRM integration), and Bespoke Software (custom development). The platform is accessed via an online portal and operates as a cloud-hosted subscription service.
Differentiator
Problem solved
Functional benefit
Brands
- Financial Mappers Pro: Version designed for financial services industry professionals - Financial Advisers, Accountants, and Mortgage Brokers who use their AFSL when giving financial advice.
- Financial Mappers Lite
- Financial Mappers FREE
- Financial Advice Online
Products and services
- Financial Mappers SaaS financial planning software for DIY/self-directed investors that enables cash flow modelling, scenario planning, and retirement planning with embedded ATO rules. Sold as a monthly subscription with no financial advice included.
- Financial Mappers Pro Professional version of the financial planning software for Financial Advisers, Accountants, and Mortgage Brokers who hold an AFSL. Adds Digital Statement of Advice generation, multi-disciplinary team collaboration with shared client information, and the ability to provide clients with access to the Enterprise (Lite) version.
- Financial Mappers Lite (Enterprise) Enterprise version for financial corporations and large enterprises that want to provide clients with digital cash flow modelling tools. Supports servicing of large numbers of clients individually with real-time report generation, with an upgradable Premium option and white-labelling capability.
- Financial Mappers FREE Limited free version of Financial Mappers with 5-year plans, 5 basic reports, and no modelling tools. Available to anyone with no time limit and no obligation to upgrade to the paid version.
- Financial Advice Online Multi-media Fit for Purpose Advice Record product that delivers financial advice with an educational program, allowing clients to view results and generate their own reports based on the adviser's plan. Fully white-labelled and seamlessly integrated into any CRM. Available for Australia (adviceonline.net.au) and New Zealand (adviceonline.co.nz).
- Bespoke Software Custom software development service for organisations requiring tailored financial planning solutions beyond the standard product offerings.
- Gift Vouchers Gift vouchers available for purchase that allow buyers to gift Financial Mappers subscriptions to family and friends.
Companies that use Financial Mappers
Customer profileNamed customers4 records
Segments7 records
Ideal customer profiles4 records
Financial Mappers technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Financial Mappers partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AdviceOnline (Australia)coreFinancial Advice Online is a white-labeled product variant of Financial Mappers designed for delivering multi-media Fit for Purpose Advice Records. The product includes an educational program and allows clients to view results and generate their own reports based on the adviser's plan. Available through adviceonline.net.au for Australian market.
- AdviceOnline (New Zealand)coreFinancial Advice Online available through adviceonline.co.nz for New Zealand market. Same functionality as Australian version with localized delivery for NZ financial advisers.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Financial Mappers competitors and assessment
Company assessmentDirect peers
- Moneysoft: Australia-based cash flow modelling and financial planning software for financial advisers and accountants. Highly comparable to Financial Mappers Pro/Lite on product (scenario modelling, adviser reporting) and target customer (Australian AFSL professionals).
- Midwinter Financial Planning: Australian financial advice software covering modelling, SOA generation, and practice management. Directly competes with Financial Mappers Pro in the same adviser segment.
- eMoney Advisor: Leading US financial planning software for advisers with cash flow modelling, client portal, and SOA-style deliverables; closest functional analogue to Financial Mappers Pro and Digital SOA.
- MoneyGuidePro: Widely adopted goal-based financial planning and cash flow software used by financial planners globally; targets the same planner-led, client-facing cash-flow modelling workflow as Financial Mappers Pro and Advice Online.
- AdviserLogic: Australian advice practice software offering SOA, modelling, and compliance tools. Overlaps with Financial Mappers Pro and Digital SOA functionality for AFSL advisers.
- RightCapital: Cloud-based financial planning and cash flow software for advisers and their clients. Overlaps with Financial Mappers on real-time client-facing reports and planner workflow tools.
Regional players
- Planlogic: Cash flow and goals-based planning software for Australian financial advisers; comparable to Financial Mappers Pro on modelling and client-engagement capabilities in the AU market.
- WealthSolver: Australian financial planning software focused on retirement and cash flow modelling for self-directed investors and advisers; comparable to Financial Mappers' DIY and Pro tiers in the same geography.
Broad incumbents
- Iress Xplan: Dominant Australian financial planning and advice software suite from Iress. Broader product portfolio than Financial Mappers but competes head-to-head for AFSL advisers looking for modelling and SOA capabilities.
Emerging players
- MoneyBrighter: Australian consumer financial wellness and planning tool aimed at retail investors; overlaps with the DIY / Financial Mappers FREE tier on budgeting and financial planning use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Financial Mappers social profiles
Digital presenceFinancial Mappers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Mappers leadership team
Management profileNumber of profiles
Profiles1 record
Financial Mappers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Mappers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Mappers
What does Financial Mappers do?
Financial Mappers sells cloud-based SaaS financial planning and cash flow modelling software through tiered subscriptions. The core product provides real-time scenario modelling, automated client report generation, and integrated ATO/SMSF tax rule logic for DIY investors, financial advisers, accountants, mortgage brokers, and financial corporations. The platform also offers a white-labelled multi-media Statement of Advice (Financial Advice Online) and bespoke software development.
Is Financial Mappers a public or private company?
Financial Mappers is a private company. It is classified as corporate owned and is currently operating.
When was Financial Mappers founded?
Financial Mappers was founded in 2014. It employs 11 to 50 people.
Where is Financial Mappers based?
Financial Mappers is headquartered in Hamilton, Australia, in the Oceania region.
How does Financial Mappers make money?
Six revenue lines are on record. SaaS Subscription - Financial Mappers are the primary driver. The others are saaS Subscription - Financial Mappers Pro, saaS Subscription - Financial Mappers Lite, financial Mappers FREE, financial Advice Online and gift Vouchers.
Who are Financial Mappers's main competitors?
Direct peers on record are Moneysoft, Midwinter Financial Planning, eMoney Advisor, MoneyGuidePro, AdviserLogic and RightCapital. Regional players are Planlogic and WealthSolver. Iress Xplan is listed as a broad incumbent. MoneyBrighter is listed as an emerging player.
Does Financial Mappers have an API?
No public API is recorded for Financial Mappers.
What industry is Financial Mappers in?
Financial Mappers's product category is Financial Planning Software. Its primary akta.pro industry code is FSAEAAAK, Digital/Robo Financial Planning, with a secondary code of FSAGADAA, Budgeting & Cash-Flow Management. Its NAICS code is 523940 and its SIC code is 6282.