"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance.

Our in-built calculator determines progress and likelihood of achieving each goal, ensuring clients stay on track. Seamlessly integrated with our risk profiling and portfolio management system, all client information is easily accessible. Receive automatic and customizable alerts to keep goals on track. In addition, our solution identifies gaps in client portfolios and suggests relevant products and insurance for advisors to help achieve goals."