GoalsMapper is an award-winning financial planning software platform empowering over 2,000 financial consultants in Singapore, Malaysia and Thailand to deliver clarity and financial success to their clients with interactive real-time goal-planning and scenario-based features.
Dato’ Wayne Chen, the CEO, GoalsMapper, said: “We are excited to be announcing GoalsMapper’s entry into the Philippines as we forge ahead with our international expansion plans. Having laid the foundation to position our company for growth sustainably and profitably, we believe the time is right to accelerate our international expansion. Through our suite of digital solutions to enable holistic financial planning, servicing and transparency, we see vast opportunities to further our mission to empower everyone to make better financial decisions.”
Mindy Tan, Regional Sales Director, GoalsMapper, said: “The Philippines is an exciting market with a growing middle class. We see a huge potential in providing financial security to the people through professional financial consultants with our digital financial planning platform. We look forward to supporting the financial advisory industry to further professionalise in more markets.”
Increasingly, financial consultants, financial advisory firms and financial institutions are turning to GoalsMapper’s suite of SaaS solutions to digitalise their financial advisory process.
These include:
- GM Planner: The revolutionary financial planning software with interactive charts and goals and scenarios projections,
- GM Brand: To build a personal brand offline and online with easy-to-use branding tools with no technical expertise needed, and
- GM Connect: To transform customer relationship management processes through omnichannel communication, portfolio-based segmentation and automation of time-consuming workflows.
GoalsMapper is proudly certified by the Singapore FinTech Association.
