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
March 13, 2023

Newly improved Scenario Wizard

Check out the latest upgraded Scenario Wizard.

Speak with our Business Development Managers if you want to find out how the new wizard works,

The new and improved Scenario Wizard is here to make it easier for you to help your clients to better navigate life uncertainties with accurate and real-time projections.

Designed to have more productive client discussions with :

  • Newly designed Interface that’s simple to use and easy to communicate with your clients about possible life scenarios.
  • Recommended actions specially created to give you convenience in your creation of scenarios, so that it save you previous time.
  • Auto claims of insurance and liquidation of investments for recommended plans to show the effectiveness of your advice.
  • A whole new experience to bring your financial advisory up another notch.

Watch video

https://app.arcade.software/share/tYIcLlua2sp4WhMm49wv

Steps

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