Bedakan Dirimu
Manfaatkan teknologi untuk meningkatkan proses konsultasi Anda
Bantu klien mengidentifikasi kesenjangan dalam kesehatan keuangan mereka, mengantisipasi dampak skenario kehidupan nyata, dan bagaimana solusi yang Anda usulkan dapat membantu mereka.
Membangun Kepercayaan dan Hubungan
Tunjukkan profesionalisme Anda dengan memberikan nilai tambah kepada klien Anda
Picu diskusi interaktif melalui skenario yang dapat dimodifikasi dan bantu klien Anda membuat keputusan terbaik dengan membandingkan rencana yang layak.
Kejelasan dan Akurasi Lengkap
Tidak ada lagi perkiraan angka
Present a precise picture of your client’s financial status supported with reliable data. All tabulated within minutes.
Saran Waktu Nyata
Maksimalkan produktivitas Anda selama rapat
Atasi kekhawatiran klien selama pertemuan pertama Anda dan fokuslah untuk merekomendasikan solusi terbaik bagi mereka.
More than 2,000 financial consultants use GoalsMapper to work
With GoalsMapper's different goals & scenarios, I am able to show my clients how to make prudent decisions and highlight any blind spots.
I am thankful that GoalsMapper gave me a competitive edge!
Etak Chen
Konsultan Kekayaan Pribadi
Top of the Table (TOT)
From personal branding to never missing out any areas in planning for my clients, GoalsMapper is the perfect tool to bring my profession to the next level!
Eile Goh, EOLC, AFC®, AEEP
Master Financial Consultant
GoalsMapper certainly changed the financial planning landscape!
With GoalsMapper, my clients appreciate the clarity of the charts and are able to visualise my recommendations.
With GoalsMapper, my clients appreciate the clarity of the charts and are able to visualise my recommendations.
Law Hanwei, AFPCM, AWPCM, CFP®️, AEPP®️
Senior Financial Consultant
Million Dollar Round Table (MDRT)
GoalsMapper is the game changer that all Financial Advisors should have!
With GoalsMapper, my clients have more clarity and confidence about the goals they want to achieve in life.
With GoalsMapper, my clients have more clarity and confidence about the goals they want to achieve in life.
Daphne Neo
Personal Wealth Manager
Million Dollar Round Table (MDRT)