Get more done with GoalsMapper Products
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
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 technical skills needed.
Features Include
Website Builder
Customisable Report Cover
Lead Magnet
Digital Fact Finder
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
Will writing, Simplified
Guide your clients to secure their legacy with our online Will generator in minutes.
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
Unique Landing Page
Create Interpersonal relationships with clients
Want to ensure long term partnership and loyalty with clients? Shop items to congratulate them on birthdays or major events.
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.
Improve your money management skills
Help your clients gain more savings through better refinancing on their mortgage plans.
Singapore
CT Hub, 2 Kallang Avenue #08-05 Singapore (339407)
Email: hello@goalsmapper.com
Malaysia
D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor
Email: hello.my@goalsmapper.com