GoalsMapper Ideas

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 idea What would make GoalsMapper more useful to you?
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1
Quick planner bugs
Bug
Under Review
I noticed there is error in critical illness summary coverage . Pls refer attached picture. The total coverage do not adds up btw existing + top up= total
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1
Add on option to put in ilp hospital plan into quick report summary
Improvement
Under Review
Option to add in ilp hospital plan into quick report summary
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1
Task with customize repeat options
Improvement
Under Review
Let user choose number of days to repeat.. or number of weeks
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0
Pru shield doesnt work with epasses
Feature request
Under Review
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2
total premium spread (outlay) over premium terms
Feature request
Under Review
enable report of premium spread including paid portions and balance premium for the each premium to enable better cashflow management
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2
insurance comparision
Feature request
Under Review
hey goalsmapper, maybe combine and compare insurance investment link plan? and can add in AI feature to helps the advisor to smoothen their ways. Innovation happends at the edge on the industry, this...
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2
include premium allocation for ILP that has coverage
Feature request
Under Review
Pls have a feature where we can indicate the premium allocation for ILP with coverage that will be use for investment. this will better project the saving for better planning. at the moment i have...
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4
Legacy Planning for Trust Continuation
Feature request
Under Review
An option to show upon death, the payout and continuation of the family tree to receive a payout along with the fund management of it as an extension beyond the 99 years old.
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1
Investment draw down to address hospital premium
Improvement
Under Review
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.
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1
Investment drawdown on different stage
Improvement
Under Review
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
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