Goal-Based Planning Hub

See which client goals are on track, which need attention, and where to focus new planning conversations.

Goal portfolio

Filter and manage goals across investors, with visibility into funding gaps and success probabilities.

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Create or update goals for each investor, including target amount, date, and priority.

Ensure each goal’s funding strategy and horizon align with the investor’s risk profile and capacity.

Run projections and generate PlanRecommendations with suggested contributions and rebalance actions.

Use performance tracking and alerts to review at-risk goals and document advice given.

Narrow down the goal list to a specific investor or time horizon.