AtOneGoFinancial.com - First Malaysia Financial Planning Portal
AtOneGoFinancial.com is the first and only Malaysia Financial Planning Portal. Our primary objective of this portal is to assist and support individuals and professional Financial Planners and Financial Planning Firm to maximize the use of our Integrated Financial Planning System to streamline their financial planning practice and businesses.
It is a platform that encompasses all the complexity of financial planning process which covers from retirement planning, education needs, insurance needs, cash flow into a simple and easy to use by non-technical users.
Allows Financial Planners and Financial Planning Companies, the functionality to keep track of all the customer information and investments. It also helps them to proposed the best mix of investment and services based on customers risk profile.