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
January 31, 2025

Financial Planner Page - Improved Navigation & Layout!

We've made some changes to the Financial Planner page to enhance usability and declutter the navigation bar. Here's what's new:

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✅ Client Profile Moved – The Client Profile section has been repositioned above the chart, making it easier to access without taking up space in the navigation bar.

✅ Collapsible Panels (Desktop) – The Goals, Scenarios, Recommendations, and Plans panels are now collapsible, allowing you to expand or collapse sections as needed for a more streamlined workflow.

These updates are designed to give you a cleaner, more intuitive experience while planning for your clients. Try it out and let us know what you think! 🚀

👉 Got feedback? We’d love to hear from you! 💬

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