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

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Experience GoalsMapper

Discover GoalsMapper through our Platform

360° finanical data clarity Strengthen relationship with clients Save hours on communication Never miss out on opportunities

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.

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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

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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

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.

My financial advisory has been transformed by GoalsMapper. A 23-year-old, new to the working world sought advice on saving $300K for a house and retiring at 50. With GoalsMapper, she easily visualised how to speed up goal achievement, boosting her confidence to take action. Highly recommend GoalsMapper for personalised advice!

This tool helps my clients make informed decisions quickly and boosts my confidence in providing accurate solutions. GoalsMapper has made my work faster and more reliable, which my clients appreciate.

With GoalsMapper, my clients can better visualise the need for adequate insurance coverage.

GoalsMapper feels like a trusted friend, always there 24/7. Whenever I need to analyse clients' current wealth portfolios, GoalsMapper is my go-to tool for finding the best ways to assist them.

Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalised retirement needs within minutes.

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!

GoalsMapper has been a Game-Changer for me! Within 6 months of subscribing, I have successfully achieved 5-figures in FYC and referrals through the platform!