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?
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...
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.
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...
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.
based on the attached img , it will be good that i can click on one of the total coverage example long term care and it will list out what are the policy that add up to the total pay out for long...
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.