Leverage on technology to elevate your advisory process
Help clients identify the gaps in their financial health, anticipate the impact of real-life scenarios, and how your proposed solutions can help them.
Maximise your productivity during meetings
Address clients’ concerns during your first meeting and focus on recommending the best solutions for them.
No more estimated numbers
Present a precise picture of your client’s financial status supported with reliable data. All tabulated within minutes.
Exhibit your professionalism by providing added value to your client
Spark interactive discussions through modifiable scenarios and help your clients make the best decisions by comparing viable plans.
The financial tool that delivers results
financial consultants use GoalsMapper across 5 countries
of our users can better handle their clients’ concerns with GoalsMapper
of our users’ clients are very impressed with GoalsMapper
of our users’ clients invest more when using GoalsMapper
Securing your data in transit and at rest with industry standard encryption technology. Robust security policies such as 2FA, role-based access control and continuous training on Data Protection.