Advertisement
Q for my fellow Financial experts - What is your favorite financial planning software to use for SG based clients or that you recommend your clients to use for personal finances?
In the US there are a bunch but are not relatable to SG/Asian clients, e.g. Emoney advisor, Moneyguide pro. One major thing I would like to see is an asset allocation recommendation out of it.
7
Discussion (7)
Learn how to style your text
Elijah Lee
22 Jan 2020
Senior Financial Services Manager at Phillip Securities (Jurong East)
Reply
Save
Hariz Arthur Maloy
22 Jan 2020
Independent Financial Advisor at Promiseland Independent
Good old pen and paper.
Reply
Save
Pang Zhe Liang
22 Jan 2020
Lead of Research & Solutions at Havend Pte Ltd
More often than not, I use traditional excel based templates that I have created from scratch over t...
Read 1 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Posts
Advertisement
Hi Rishi,
I second Hariz. Pen and paper works best. I did try goalsmapper which can quickly plot certain scenarios, but in the end, it can't account for all the parameters that I wish to input, especially when you start to work on CPF interset withdrawal, etc. In such situations, I have some Excel sheets that work better.