GoalsMapperGoalsMapperGoalsMapperGoalsMapper
  • Why GoalsMapper
  • Security
  • Features
  • Request for Demo
  • Sign In

#1 Preferred Financial Planning Software

Showcase your Professionalism.
Enhance your Client's Experience.

Request For Demo!

#1 Financial Planning Software

Showcase your Professionalism. Enhance your Client's Experience.

Request for Demo!
0
Financial Consultants
0
Countries

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 Demo!

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

Request for Demo!

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.

Award-Winning Software

InsurTech
of the
Year

Winner

Our Trusted Partners

What our clients say

With GoalsMapper, my clients can visualize the need for ADEQUATE INSURANCE COVERAGE in parrallel with their financial goals.
Joyce Chan
Senior Financial Consultant BSc. (Econs) Hons., AFC
joyce
GoalsMapper has revolutionised the way financial planning is done. A MUST-HAVE tool for all serious financial planning practitioners!
Wilfred Ling, CFA
Chartered Financial Consultant
wilfred
My clients are TOTALLY IMPRESSED with GoalsMapper. They took up my recommendations right after our session.
Ian Leo Tay
Senior Financial Consultant
Ian
With GoalsMapper, my clients are now able to envision their retirement and insurance coverage with greater clarity! My clients are now able to make better and smart financial decisions thanks to GoalsMapper!
Jake Koh
Senior Financial Consultant
Jake
With GoalsMapper, my clients are more confident to go through intricate details with me to achieve their financial goal.
David Nicholas Lee
Senior Financial Consultant
David
With GoalsMapper, I can predict my clients’ financial future with up to 95% accuracy!
Mindy Lim
Financial Consultant
Mindy
With GoalsMapper, my clients can see the reason why they need to have a mix of investment vehicles.
Zinc Goh
Senior Financial Services Manager
Zinc
Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalized retirement needs within minutes!
Lim Shiqing
Senior Financial Services Manager
Shiqing
With GoalsMapper, my clients can visualise the difference between using property purchase vs mutual fund investments and annuities to enhance their wealth.
Dylan Ng
Senior Financial Consultant
Dylan
With $2 MIL INHERITANCE, my client can visualise the EFFECT OF REINVESTING through GoalsMapper to achieve her retirement goals.
Amanda Tay
Financial Consultant
GM - User Testimonial_Amanda Tay-avatar
With GoalsMapper, I successfully showed my clients why their existing $1mil insurance COVERAGE IS INSUFFICIENT and how much they actually needed.
Adrian Khiat
Financial Services Manager
GM - User Testimonial_Adrian_Final-avatar
GoalsMapper is an EXCELLENT TOOL that allows my clients to understand their financial status at different life stages.
Tan Chin Hock
Senior Financial Consultant
GM - User Testi_Chin Hock_New_151019-avatar
I help my clients to visualize their INSURANCE COVERAGE EFFECTIVENESS with GoalsMapper.
Wen Jie
Charted Financial Consultant
GM - User Testimonial_WenJie_Final_300519-avatar2
With GoalsMapper’s Referral System, I can see results almost instantly, generating more leads than normal!
Jeremy Lim
Financial Services Consultant
jeremy

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

Schedule your Personal Demo Now

Schedule your Personal Demo Now

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.

  • Robo-vs-Human

    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.

  • golden eggs

    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.

Product Updates

  • GoalsMapper – November Updates

    GoalsMapper Financial Report The long awaited GoalsMapper Financial report is here now.

    17 October, 2018

  • November Updates

    17 October, 2018

  • GoalsMapper – May Updates

    Thanks for your continuous support in GoalsMapper! Our top priority is to

    6 May, 2018

  • GoalsMapper – February Updates

    Thanks for your continuous support in GoalsMapper! Our top priority is to

    13 February, 2018

Contact Us

Singapore

CT Hub, 2 Kallang Avenue #03-08
Singapore (339407)
Email: hello@goalsmapper.com

Malaysia

D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor
Email: hello.my@goalsmapper.com

Copyright 2020. GoalsMapper Pte Ltd. | All Rights Reserved
  • Why GoalsMapper
  • Security
  • Features
  • Request for Demo
  • Sign In
GoalsMapper