The complete digital solution for your financial advisory needs.

Financial consultants & institutions use GoalsMapper to simplify complex decisions, turning financial dreams into reality.

Used by consultants from

Experience GoalsMapper

Discover GoalsMapper through our Platform

360° finanical data clarity Strengthen relationship with clients Save hours on communication Fact find made easy

Your all-in-one financial business platform

Grow

Create a sense of individuality with our easy-to-use branding tools. Expertly designed to position you for success.

Plan

Revolutionise your financial advisory process for optimal performance.

Connect

Transform your customer relationship management processes through omni-channel communication and automate your time consuming workflows.

Learn

Gain knowledge from TOT, COT, MDRT financial practitioners and subject matter experts as they share their success secrets.

Why financial consultants love GoalsMapper?

Real-Time Advice

Maximise your productivity during meetings, Address clients’ concerns and recommend innovative solutions

Differentiate Yourself

Identify gaps in Client’s financial health, anticipate real-life problems and proffer solutions to them

Complete Clarity & Accuracy

Present a precise picture of your client’s financial status supported with reliable data within minutes

Establish Trust and Rapport

Exhibit your professionalism by providing added value to your client

Why finanical consultants love GoalsMapper?

Real-Time Advice

Maximise your productivity during meetings, Address clients’ concerns and recommend innovative solutions

Differentiate Yourself

Identify gaps in Client’s financial health, anticipate real-life problems and proffer solutions to them

Complete Clarity & Accuracy

Present a precise picture of your client’s financial status supported with reliable data within minutes

Establish Trust and Rapport

Exhibit your professionalism
by providing added value to
your client

5 Countries

Indonesia Malaysia Phillippines Singapore Thailand

90%

of users have increased their conversion rate

75%

of users’ clients have increased their investment

Awards

24/7 Real-time Support

GoalsMapper has the highest rated client support in software. We have provided services that ensure your growth as a Financial Consultant

Better Engagement

Friendly Tutorial

Agile Updates

Strategic Workshops

Better Engagement

Friendly Tutorials

Agile Updates

Strategic Workshops

More than 80,000 lives touched by GoalsMapper

Give your clients the clarity they deserve for making financial decisions

More than 80,000 lives touched by GoalsMapper

Give your clients the clarity they deserve for making financial decisions

Singapore

CT Hub, 2 Kallang Avenue #08-05 Singapore (339407)

Malaysia

D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor