facebookQ 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? - Seedly

Rishi Ramchandani

Financial coach / Founder at Cafe cash flow

22 Jan 2020

Career

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.

Discussion (7)

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Elijah Lee

22 Jan 2020

Senior Financial Services Manager at Phillip Securities (Jurong East)

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.

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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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