#1 Preferred Financial Planning Platform.
Showcase your Professionalism.
Enhance your Client's Experience.
#1 Preferred Financial Planning Software.
Showcase your Professionalism.
Enhance your Client's Experience.
REDEFINING FINANCIAL PLANNING.
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 free trial account.
Let us show you how GoalsMapper can help with your financial planning career.
Testimonials
Met a prospect who was looking for an alternative proposal on a mortgage insurance provided by another agent. I prepared his profile on GoalsMapper and presented the impact of the mortgage insurance and some of the other protection gaps over his lifetime. Other than the mortgage insurance, I was able to help him with other areas. First success with GoalsMapper. Looking forward to more.
My client in her late 30s requested for a review on her critical illness coverage with a limited budget. I prepared her profile on GoalsMapper, with a critical illness scenario before and after 65 yo, and shared with her during appointment. She saw the gap immediately after 65 yo and asked for a solution. From there, I was able to provide a solution for her. Thanks to GoalsMapper for their one-click display of scenarios!
GoalsMapper enables me to help my clients and prospects further by showing them their cashflow based on their current situations, their goals and existing portfolios. It can also visualise the impact of unforeseen circumstances and how proposed strategies can mitigate or eliminate such scenarios.
In a nutshell, GoalsMapper is a revolutionary financial planning tool in the industry and will be key the way the Financial Advisory industry is moving.
Met a prospect who was looking for an alternative proposal on a mortgage insurance provided by another agent. I prepared his profile on GoalsMapper and presented the impact of the mortgage insurance and some of the other protection gaps over his lifetime. Other than the mortgage insurance, I was able to help him with other areas. First success with GoalsMapper. Looking forward to more.
My client in her late 30s requested for a review on her critical illness coverage with a limited budget. I prepared her profile on GoalsMapper, with a critical illness scenario before and after 65 yo, and shared with her during appointment. She saw the gap immediately after 65 yo and asked for a solution. From there, I was able to provide a solution for her. Thanks to GoalsMapper for their one-click display of scenarios!
GoalsMapper enables me to help my clients and prospects further by showing them their cashflow based on their current situations, their goals and existing portfolios. It can also visualise the impact of unforeseen circumstances and how proposed strategies can mitigate or eliminate such scenarios.
In a nutshell, GoalsMapper is a revolutionary financial planning tool in the industry and will be key the way the Financial Advisory industry is moving.
Key Features
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.