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.
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During retirement, should client runs into deficit and there is still balances in the CPF-OA account, allow an one click button to auto drawdown CPF-OA to meet the year by year deficit
Add financial planning guidelines based on the financial planning guide released by Moneysense in the generated portfolio summary report for conversation points on sufficiency of coverage.