ammonite Goal Mapper

Goal

Mapper

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How it works

The self-guided ammonite Goal Mapper is designed to be accessible through a link on your website, to enable a customer to complete a session in just 15 minutes, and receive a guidance report straight to their email. We also offer an adviser-led version of the Goal Mapper, and a dashboard where you can view all of the customer data.

Get in touch

Features

Financial Health Check

The customer goes through a financial health check, to see where there may be gaps in their financial planning, whilst the firm is triaging for revenue opportunities

Goal Setting

The customer sets their medium to long term goals, in today’s terms, and sees what those amounts need to be when inflation is applied. The customer can choose up to six goals, with one mandatory goal as Retirement

Retirement Modelling

The customer uses our retirement spending calculator to assess what expenditure they are likely to have in retirement. This data feeds into a cashflow model which shows them the retirement pot they should aim for to meet their expenditure needs in retirement

The customer journey

Click on Financial Health Check

We can help you add a button to your website, for customers to use to complete their Goal Mapper session

Complete the Goal Mapper

Customers will get value right from the start, by using the Goal Mapper to help them find gaps in their financial planning, determine their financial goals, and model their retirement

Receive a Goals Report

Our report engine will produce a Guidance Report that is sent to the customer via email, giving Consumer Duty-friendly details about you, your firm, your investment approach and charging structure.

Benefits

For advisers, by advisers

Add value to your website

We understand client prospecting, and our product has been specifically designed for financial advice firms.

Show that you’re a digitally forward firm by giving your customers a more meaningful experience on your website. This helps you to stand out from the crowd.

Gather meaningful data

Big impact, low cost

Build a clean database of people that are interested in your company. Gather meaningful information about their financial situation and goals, with 25% of a fact find completed through a session completed by the customer. Talk to us if you want us to integrate to your CRM, to avoid any rekeying.

We have a freemium model, so that you can start enjoying the benefits of the Goal Mapper for free. Upgrade to Pro or Enterprise to unlock features like additional tailoring and our adviser dashboard.

Pricing

Basic

Free