Get more done with GoalsMapper Products
a suite of Digital Tools to empower your business and support you in your client engagement
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INTERACTIVE CHARTS
GOALS & SCENARIOS PROJECTION
comprehensive Financial reports
Supercharge your financial advisory practice
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Website builder
Customisable Report Cover
lead magnet
Digital Fact Finder
Build your personal brand online and offline
Create a sense of individuality with our easy-to-use branding tools expertly designed to position you for success. No technical skills needed.
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OMNI-CHANNEL COMMUNICATION
ACTIVITY & TASK MANAGEMENT
PORTFOLIO-BASED SEGMENTATION
Customer relationship management platform
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Online will generator
Trust & Executorship Services
expert-led estate planning consultations
Will writing, Simplified
Guide your clients to secure their legacy with our online Will generator in minutes.
For more complex needs, such as Lasting Power of Attorney (LPA), customised Wills, Trust services, and more, engage our trusted partners for professional guidance.
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Latest Mortgage Financing Rates
Refinancing calculator
Mortgage Loan Application
Unique Landing Page
Integrated mortgage financing feature
Mortgage planning with your clients. Submit the mortgage loan application through our platform or get assistance from GM Mortgage Specialists with you in the driving seat.
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hassle Free
Gift Personalisation
Curated merchants
Integrated gifting platform
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WORLD-CLASS TRAINERS
EXECUTION & IMPLEMENTATION
AMAZING VALUE
Exclusive opportunity to learn from the best in the industry
World-class financial practitioners and subject matter experts share their success secrets on the Adviser Playschool learning platform.
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Financial Literacy
Client Engagement
Licensed Experts
Engaging personal finance content to learn about, discuss and have fun with money to enhance financial literacy.
Share relevant personal finance tips, news and articles with your clients to keep them informed and engaged.
Singapore
CT Hub, 2 Kallang Avenue #08-05 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