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.
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19/09/2019 Last update