With the massive influx of FinTech / InsurTech in recent years, the financial advisory industry needs to evolve to match up to new challenges.
GoalsMapper™ is one of the few companies which believes that financial planners are paramount to the success of their client’s financial plan.
At GoalsMapper™, we leverage on smart technology that allows financial planners to take in consumer’s financial information and present them in a simple-to-understand, interactive and powerful chart.
Since its official launch on 4th May 2018, GoalsMapper™ is serving more than 500 financial planners in Singapore.
Many have shared their success stories on how GoalsMapper has helped them and their clients. It is definitely a tool that every financial planner should be equipped with to differentiate themselves and provide clients with a new experience of financial planning.
Join us on our journey of financial planning evolution today!
Register now!
You can also WhatsApp +60-18-766-1296 for more information.
This demo is organised by GoalsMapper, a financial planning software for Financial Planners who are looking to perform their work better for themselves and their clients.