Mapping fintech to the financial planning process and guiding you through selection.

Mapping fintech to the financial planning process: FPA report

Identifies and matches fintech solutions to the financial planning advice process.


Financial planning process mapping tool

Partnering with Roar Software, an online tool which helps you:

  • Quantify what are the real costs involved in provide advice
  • Determine how long it really takes you to provide advice end-to-end
  • Calculate how to price your services accordingly, based on this knowledge.


FPA fintech buyers guide and checklist

To help you assess what fintech your business needs, and guide you on finding the right provider.


Technology Assessment Template

A checklist to guide the software selection process.


Mapping FinTech to the financial planning process

A guide to fintech solutions for your advice practice.

Note: We recommend that you view this tool on a laptop/desktop. Hyperlinks won’t work when viewing on a mobile device and/or tablet.


We’d be delighted to talk you through any questions you may have. Simply email us at [email protected].

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