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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3
Include Financial Planning Guidelines released from Moneysense
Feature request
Under Review
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.
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1
Report
Feature request
Under Review
Life Insurance Report to :- Upon risk, what they want - what they have = their needs. A simple report to be generated immediately.
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2
Updating of Intergrated Shield plan premiums to reflect the latest price change.
Feature request
Completed
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1
1
Add limited supplementary charges for investment link policy
Feature request
Under Review
example, 10 years 3%p.a supplementary charge, but charge in monthly on investment value.
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4
Under Personal Accident, the benefits
Feature request
Completed
The benefits coverage should auto reflect Accidental Death and Disablement
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2
2
Add Home renovation to the Goals. Which should also include renting a place for a short term as option.
Feature request
Completed
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1
12
Multi-currency
Feature request
Under Review
Supporting Multi-currency
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10
to add singlife cancer plus cover
Feature request
Completed
It's a rider to their shield plan and potentially other insurer shield plan too.
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1
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