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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.
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Elijah Lee
22 Jan 2020
Senior Financial Services Manager at Phillip Securities (Jurong East)
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Hariz Arthur Maloy
22 Jan 2020
Independent Financial Advisor at Promiseland Independent
Good old pen and paper.
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Pang Zhe Liang
22 Jan 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
More often than not, I use traditional excel based templates that I have created from scratch over t...
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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.