Anonymous
Has anyone used this tool called GoalsMapper? Any reviews please?
Got approached by a financial consultant to try out this dashboard called GoalsMapper but not sure if it’s worth my time or knowledge.
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Sharon
04 Jul 2020
Life Alchemist at School of Hard Knocks
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Hi Anon,
I use a platform called WealthFolio (wealthfolio.co) instead. It is much less complex with a great user interface for sharing with clients. The real benefit though is that clients can login in to their own account, view and update their own information. This alone saves hours in fact-find data entry!
Also, great if your clients don't want to meet you in person due to the current situation.
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Elijah Lee
04 May 2020
Senior Financial Services Manager at Phillip Securities (Jurong East)
Hi anon,
I have tried it and it's extremely flexible but most importantly, fast. I do my planning w...
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I was wondering if there's a platform that's similar to the ones that financial consultants use.
I googled and found one that's called Up, a platform by local FinTech co. Better Trade Off. I finished the onboarding. Looks pretty interesting and comprehensive.
Disclaimer for the link: Min. 2 referrals for me to qualify a $5 foodpanda voucher... Seems quite hard? Anyway, I just give it a try. Never try, never know. :p You can, of course, go directly to upplan.sg, if you feel more comfortable that way.