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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

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