Match My Planner
Finance | 16.0MB
Match My Planner is a networking service matching Financial Planning Association (FPA) practitioner members with potential clients, based on financial goals, life stage and location. This app is exclusively for FPA practitioner members to login and view new client profiles and send messages to clients via the messaging function. If you are looking for a financial planner, please access the Match My Planner web tool via www.matchmyplanner.com.au
• Instant notification to available planners as soon as clients register.
• Client overview showing basic needs and interests.
• Set a customised introduction message to save time and present yourself well.
• Integrated with the FPA Member Centre, so you can use your current log-in.
• Member details from the Member Centre will automatically populate your profile in the app.
• Manage leads with New, Active and Archived tabs.
• Real-time chat directly in the app.