WealthMapper: Comprehensive wealth management with goal-based planning

The tool allows the banks and insurance companies to provide a comprehensive service to their customer to have a wholistic view of all wealth instruments together. A single window that allows portfolio views for the individual, family and institution. The tool also allows easy and intuitive self-service to address the goal-based planning needs covering insurance as well as savings instruments- funds, equity, real-estate, crypto currency, savings, etc.