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?
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...
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...
Allow the IRAS tax to be paid in the following year not the year of income. Ex Taxes for 2024 would show on 2025 the way that actually happens in cash flow.