Supercharge your financial advisory practice

Your first step to revolutionise your financial advisory process for optimal performance. Safeguard your clients financial future.
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Interactive Charts

Improve client engagement and involvement

With our interactive charts, your clients can visualise how their financial health evolves at different life stages, helping them to make more informed decisions.

Goals & scenarios projection
Real-time advice with personalised recommendations

Be the advisor that clients trust with their wildest dreams and deepest fears. Simulate different goals and scenarios at any timeline of clients’ choosing for purposeful discussions and personalised solutions.

PROFESSIONAL FINANCIAL REPORT

Create a lasting impression

Send a professional financial report to your clients. Customisable report cover to add your personal touch including your own logo or use one of our design templates that best suits your brand image.  

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Build your personal brand offline and online.

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Customer relationship management platform.
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Redefine your
financial planning with us

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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