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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
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
GoalsMapper gives me a competitive edge by allowing me to analyse my clients' financial situation with a few clicks.
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.
With GoalsMapper, my clients can better visualise the need for adequate insurance coverage.
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!
My clients are totally impressed with GoalsMapper. They took up my recommendations right after our session.
With GoalsMapper, I can predict my client's financial future with up to 95% accuracy!
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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
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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