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

Advertisement

Rishi Ramchandani

Rishi Ramchandani

Financial coach / Founder at Cafe cash flow

22 Jan 2020

βˆ™

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)

What are your thoughts?

Learn how to style your text

Elijah Lee

Elijah Lee

22 Jan 2020

Independent Financial Advisor 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.

View 1 replies

Hariz Arthur Maloy

Hariz Arthur Maloy

22 Jan 2020

Independent Financial Advisor at Promiseland Independent

Good old pen and paper.

View 2 replies

Pang Zhe Liang

Pang Zhe Liang

22 Jan 2020

Senior Financial Services Consultant at AIA Singapore Private Limited

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

Advertisement