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 20, 2024

Personalised Goal Expenses Template

Dear Users,


We're thrilled to introduce a new enhancement to our platform: personalized expense amount for each of your goals!

Now, you have the power to customize the expense amount for each type of goals and used that amount for all your clients.

Here's how it works:

  1. Navigate to your goals configuration section https://live.goalsmapper.com/profile/configurations/goals
  2. Adjust the expense amount based on your own references or use the default provided by GoalsMapper.
  3. Save your changes, and you're done!
Image #1


We Value Your Input: Questions or suggestions? Reach out to our support team. Thank you for your continued trust in our platform.


emoji negative reaction for 'Personalised Goal Expenses Template' emoji neutral reaction for 'Personalised Goal Expenses Template' emoji positive reaction for 'Personalised Goal Expenses Template'
Thanks for your feedback