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.

Improvement
February 03, 2022

🗒️Digital Fact Finder Templates

You can now pre-save a list of Digital Fact Finder templates, helping you save time spent on generating the Digital Fact Finder links repeatitively.

Save the templates based on the different client profiles and the type of financial information you wish to collect from them.

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