Get more done with GoalsMapper Products

a suite of Digital Tools to empower your business and support you in your client engagement.
ProductPage-GMPlanner

Supercharge your financial advisory
practice

GoalsMapper provides a suite of Digital Tools to empower your business and support you in your client engagement.


Features Include

Interactive Charts
Goals & Scenario Projections
Comprehensive Financial Reports


ProductPage-GMBrand

Build your personal brand online and offline

Create a sense of individuality with our easy-to-use branding tools expertly designed to position you for success. No technicalskills needed.

 

Features Include

Website Builder
Customisable Report Cover
Lead Magnet
Digital Fact Finder

ProductPage-GMConnect

Customer relationship management platform

Transform your customer relationship management processes through Omni-channels and automate time-consuming workflows.

Features Include

Omni-Channel Communication
Activity & Task Management
PortFolio-Based Segmentation

ProductPage-GMMortgage

Help clients make better mortgage plans

Help your clients gain more savings through better refinancing on their mortgage plans

 

Features Include

Latest Mortgage Financing Rates
Refinancing Calculator
Mortgage Loan Calculator

ProductPage-GMRewards

Create Interpersonal relationships with clients

Want to ensure long term paternship and loyalty with clients? Shop items to congratulate them on birthdays or major events.

ProductPage-GMMoneyPlaySchool

Improve your money management skills

 

Help your clients gain more savings through better refinancing on their mortgage plans. 

 

ProductPage-AdvisorPlaySchool

Supercharge your financial advisory
practice

Buiding your dream financial practice shouldn’t feel so hard, get practical advice from World Class Expert on how to increase conversion rates and be a better consultant.

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