#1 Preferred Financial Planning Software

Showcase your Professionalism.
Enhance your Client's Experience.

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#1 Financial Planning Software

Showcase your Professionalism. Enhance your Client's Experience.

Request for Trial

Why GoalsMapper

Differentiate Yourself

Impress your clients. Visually.

Help them identify the gaps in their financial health and see the impact of real-life scenarios and how the proposed solutions can help them.

Real-time Advice

More productive appointment.

Get an overview of your client’s financial life laid out in minutes. Spend less time crunching numbers and focus on finding the best solutions for them.

Greater Clarity

No more estimated numbers.

GoalsMapper charts provide the highest resolution for financial planning allowing you to create a precise picture of your client’s financial status.

Instant Trust

Increase professionalism

Value add to more demanding and better-informed clients. Create interactive discussions through scenarios and plans comparison.

Like what you see? Contact us for a trial account.

Let us show you how GoalsMapper can help with your financial planning career.

Request for Trial

Differentiate Your Services.

Advise with Greater Clarity

What happens if your client’s suffer from disability or a closed family member pass on? How will they be affected financially?

Use visuals to present your clients’ financial needs as they strive to achieve their goals or when unexpected life events occur. Showcase your solutions to address their financial gaps.

Handle objections with precise and accurate projections of problems and solutions.

Financial Reports, Policy Summary and more

Create a Professional Financial Report or prepare a Policy Summary in a few simple clicks. Save valuable hours and spend more time on providing advice for your clients.

Hassle-free Goals Planning

Powerful goal templates simplify time-consuming and cumbersome data entry.

Analyse the financial impact of the same goal at different age in a few clicks.

Our Trusted Partners

What our clients say

Adrian Khiat
Financial Services Manager
Wilfred Ling, CFA
Chartered Financial Consultant
Joyce Chan
Senior Financial Consultant
Wen Jie
Chartered Financial Consultant
Winston Tan
Chartered Financial Consultant
Lim Shiqing
Senior Financial Services Manager
Amanda Tay
Financial Consultant
Tan Chin Hock
Senior Financial Consultant
Jake Koh
Senior Financial Consultant
Zinc Goh
Senior Financial Services Manager
Ian Leo Tay
Senior Financial Consultant
Dylan Ng
Senior Financial Consultant
Mindy Lim
Financial Consultant
David Nicholas Lee
Senior Financial Consultant
Jeremy Lim
Financial Services Consultant

What GoalsMapper Offers

Intuitive Charts

Change the way your client experience financial planning. No more boring reports, tables and charts. The GoalsMapper Dashboard allows you full control and flexibility to make the discussion with your client really productive and interactive.

Complexity made simple

Financial planning has never been easier. In just a simple seven steps, GoalsMapper maps out your client’s financial goals and capabilities to precision. Clients will be amazed when they see their financial goals instantly unfold in front of their eyes.

Inclusion of Existing Plans

Meeting a client with lots of existing plans is no longer a concern, because you can input existing plans into the charts to complement your recommendations. This makes GoalsMapper an excellent tool for client’s annual financial review as well.

Access Anywhere

The online access allows you to meet your clients anywhere. High-fidelity data encryption technology is used to ensure data security. You also do not have to worry about misplacing your client’s information or storage of physical records anymore.

Scenario Planning

Life is full of changes, and GoalsMapper cater for such scenarios. Whether it is the sale of a property or an early retirement of a spouse, the scenario feature allows you to plan for it. You can provide quality financial advice without the fear of uncertainty.

Recommendations

GoalsMapper allows you to include your recommendations (including financial products) in a simple yet interactive manner. The client can instantly see how your recommendations will improve his chances of attaining his financial goals. This significantly increases the chances for your clients to say ’Yes!’ to your recommendations.

Security

Keeping your data protected and secured.

Platform Security

Securing your data in transit and at rest with industry standard encryption technology.

Infrastructure Security

Protect your data from external threats with Symantec Cloud Workload protection on top of Amazon Web Services, the world’s leading Infrastructure Provider

Security Policies

Robust security policies such as 2FA, role-based access control and continuous training on Data Protection and Cyber security training ensures a high level of security awareness

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Latest Articles

GOALSMAPPING
By gm_admin | Comments are Closed
We have developed a financial planning process known as GoalsMapping, which is designed to help you realistically achieve ALL of your life’s financial goals within the time frame that you want.
Is Financial Planning a Thing of the Past?
By gm_admin | Comments are Closed
With the emergence of new technologies in the financial and insurance sectors, many financial advisers fear that their livelihoods may be threatened. However, the future may not be as bleak as some believe.
Insurance: The Neglected Golden Goose
By gm_admin | Comments are Closed
You’ve probably heard some version of this story before. And chances are, you would choose to escape the burning house with the goose.
Good Debt, Bad Debt!
By gm_admin | Comments are Closed
Having a huge amount of debt forces you to be a slave to your money. Bogged down with repayments, you will not be able to achieve what you want in life. What’s more, the possibility of you losing your job – and hence be unable to service your debts – will constantly weigh on your mind.

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