Goals
An understanding of a client’s financial goals is paramount in
developing a deeper relationship. In this digital age, it is important to
provide views of these goals to their financial advisors as well as allow
a client to make changes to their goals in a quick and convenient way.
Make goal-based financial planning efficient and approachable
These APIs provide information about the plan’s goals, expenses, and assumptions.
Capabilities
Client Views
- Edit existing financial goals.
- Create/delete goals.
Flexibility
- Determine whether the advisor should review the changes or if they should automatically impact the existing financial goal plan.