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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Suggest an ideaWhat would make GoalsMapper more useful to you?
as hospital premiums are an increasing number being able to reverse engineer an automated solution on how much to invest to finance for the premium similarly to the retirement calculator.
example client can drawdown only dividend from 60 to 65 years old
then from 66 year old onward client can drawdown principle + dividend until the investment is $0
Just like help me calculate education funds, it will be great if you can have an rough estimate of cost of medical treatments in countries such as Singapore, Malaysia, Thailand and others.
Clients...
add a grey line in the policy summary so that it is easy to view and discuss with client on the over all portfolio. at the moment it abit hard to differentiate between policy at a glance
Clients invest to fund their goals by way of liquidation or drawdown. The most obvious goal for drawdown method would be for retirement income. However, most clients would have idle cash at points in...
Have the total premium totaled and shown on the last line for IP premiums for policy summary report. This can help us show how much clients need to invest to cover the policy.
Setting recurring in a more flexible way. We can set next recuring in X month/day/week/annual
Example the task to be recurring
- 2 month later , or
- 3 years later
etc
I'm finding that the premiums for H&S plans are 50% off. Actual premiums are sometimes 1 year higher than what GM displays. This can be a several thousands of dollars off when clients age...