Differentiate Yourself
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.
Real-Time Advice
Maximise your productivity during meetings
Address clients’ concerns during your first meeting and focus on recommending the best solutions for them.
Complete Clarity and Accuracy
No more estimated numbers
Present a precise picture of your client’s financial status supported with reliable data. All tabulated within minutes.
Establish Trust and Rapport
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.
Driven by Efficacy for Your Growth
The financial tool that delivers results
1
financial consultants use GoalsMapper across 5Â countries
1 %
of our users can better handle their clients’ concerns with GoalsMapper
1 %
of our users’ clients are very impressed with GoalsMapper
1 %
of our users’ clients invest more when using GoalsMapper
Awards
Complete Onboarding Session to Equip you to Better Engage your Clients
Intuitive In-App Guide and Video Tutorials To Navigate Features With Ease
Monthly Product Enhancements to Stay at the Forefront of Technology
Exclusive Invitations to our Learning Events to Develop Knowledge Sharing
Trust in 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.
Award-winning software
Used by over 2,000 Financial Consultants in 5 Countries
GoalsMapper gives me a competitive edge by allowing me to analyse my clients' financial situation with a few clicks.
Etak Chen
Private Wealth Consultant
I believe that a Financial Advisor who adopts technology in his practice will be able to grow to the next level together with his clients.
Gregory Fok
Financial Services Director
Certified Financial Planner (CFP)
Certified Financial Planner (CFP)
Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalised retirement needs within minutes.
Lim Shiqing
Senior Financial Services Manager
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
Master Financial Consultant
My clients are totally impressed with GoalsMapper. They took up my recommendations right after our session.
Ian Leo Tay
Senior Financial Consultant
GoalsMapper defines how we, as financial consultants do our work. It has brought so much value to my all clients.
Dickson Soh
Senior Financial Consultant
With GoalsMapper, I can predict my client's financial future with up to 95% accuracy!
Mindy Lim
Executive Financial Consultant
With GoalsMapper, my clients can better visualise the need for adequate insurance coverage.
Joyce Chan
Senior Financial Consultant
GoalsMapper gives me a competitive edge by allowing me to analyse my clients' financial situation with a few clicks.
I believe that a Financial Advisor who adopts technology in his practice will be able to grow to the next level together with his clients.
Certified Financial Planner (CFP)
With GoalsMapper, I can predict my client's financial future with up to 95% accuracy!
My clients are totally impressed with GoalsMapper. They took up my recommendations right after our session.
Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalised retirement needs within minutes.
GoalsMapper defines how we, as financial consultants do our work. It has brought so much value to my all clients.
With GoalsMapper, my clients can better visualise the need for adequate insurance coverage.
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