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Digital Tools to Transform Your

Financial Advisory Practice

GMPlanner-logo

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INTERACTIVE CHARTS 

GOALS & SCENARIOS PROJECTION

comprehensive Financial reports 

Supercharge your financial advisory practice

Your first step to revolutionise your financial advisory process for optimal performance. Safeguard your clients’ financial future.
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GMBrand-logo

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Website builder

Customisable Report Cover

lead magnet

DIGITAL FACT FINDER

Build your personal brand offline and online.

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

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GMConnect-logo

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OMNI-CHANNEL COMMUNICATION

ACTIVITY & TASK MANAGEMENT

PORTFOLIO-BASED SEGMENTATION

Customer relationship management platform

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

Refinancing calculator

Mortgage Loan Application

Integrated mortgage financing feature

Mortgage planning with your clients. Submit the mortgage loan application through our platform or get assistance from GM Mortgage Specialists with you in the driving seat. 

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hassle Free

Gift Personalisation

Curated merchants

Integrated gifting platform

Delighting your clients with gifts just got a whole lot easier. Send personalisable products from a wide range of handpicked vendors in minutes.
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adviser-playschool-rectangle-logo

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WORLD-CLASS TRAINERS

EXECUTION & IMPLEMENTATION

AMAZING VALUE

Exclusive opportunity to learn from the best in the industry

Exclusive opportunity to learn from the best in the industry

World-class financial practitioners and subject matter experts share their success secrets on the Adviser Playschool learning platform.

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ProductPage-GMMoneyPlaySchool

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Financial Literacy

Client Engagement

Licensed Experts

Personal finance content that you can share with your clients

Engaging personal finance content to learn about, discuss and have fun with money to enhance financial literacy.

Share relevant personal finance tips, news and articles with your clients to keep them informed and engaged.

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Contact Us

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

Thailand

668/92 Meung Khon Kaen. 40000, Thailand.

Email: hello.th@goalsmapper.com

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  • Home
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