What's new on GoalsMapper

GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.

New
February 24, 2023

Configure default Retirement sum type (BRS, ERS and FRS) and automatic withdrawal of CPF above minimum sum for all Clients

You can now configure the default setting for CPF Retirement Sum Type and whether to automatically withdraw CPF above minimum sum for all your clients.

To do so, access the planning configuration page under your profile

https://live.goalsmapper.com/profile/configurations/planning

From here, you can manage the default settings for all your clients.

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