GoalsMapper Financial Planning Software Live Demo

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MaxWealth Advisory Sdn Bhd

No.11-02, Jalan Austin Heights 8/1

Taman Mount Austin

Johor Bahru, Johor 81100

Malaysia

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What's GoalsMapper?

About this Event

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 and more than 100 in Malaysia.

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.

Register now and join us on our journey of financial planning evolution today!

You can also WhatsApp +60-18-766-1296 (Ject Ng) / +60-16-808-7292 (Denion Lee) 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

No.11-02, Jalan Austin Heights 8/1

Taman Mount Austin

Johor Bahru, Johor 81100

Malaysia

View Map

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