GoalsMapper Malaysia
GoalsMapper provides a digital financial planning platform for financial consultants to enhance client engagement and streamline advisory processes.
www.goalsmapper.com/Industry
FinTech > Banking & Capital Markets
Company Type
Product-Led Startup/Scaleup
Technology
Financial Planning Software
CRM
Data Visualization
Scenario Modeling
About GoalsMapper Malaysia
GoalsMapper offers a comprehensive digital solution for financial consultants and institutions, enabling real-time, scenario-based financial planning. The platform helps advisors simplify complex financial decisions, visualize client data, and improve communication. It integrates tools for client relationship management, branding, and workflow automation, aiming to increase conversion rates and client investment through enhanced clarity and accuracy in financial advice.
Founded
2015
Company Age
11 years
Location
Petaling Jaya, Selangor
Malaysia
Company Size
11-50 employees