GoalsMapper Financial Planning Software Live Demo

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MaxWealth Advisory Sdn Bhd

11-02 Jalan Austin Heights 8/1

Johor Bahru, Johor 81100

Malaysia

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With the massive influx of FinTech / InsurTech in recent years, the financial advisory industry needs to evolve to match up to new challenges.

GoalsMapper™ is one of the few companies which believes that financial planners are paramount to the success of their client’s financial plan.

At GoalsMapper™, we leverage on smart technology that allows financial planners to take in consumer’s financial information and present them in a simple-to-understand, interactive and powerful chart.

Since its official launch on 4th May 2018, GoalsMapper™ is serving more than 500 financial planners in Singapore.

Many have shared their success stories on how GoalsMapper has helped them and their clients. It is definitely a tool that every financial planner should be equipped with to differentiate themselves and provide clients with a new experience of financial planning.

Join us on our journey of financial planning evolution today!

Register now!

You can also WhatsApp +60-18-766-1296 for more information.

This demo is organised by GoalsMapper, a financial planning software for Financial Planners who are looking to perform their work better for themselves and their clients.

Date and Time

Location

MaxWealth Advisory Sdn Bhd

11-02 Jalan Austin Heights 8/1

Johor Bahru, Johor 81100

Malaysia

View Map

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