Module
Advisory and goals — A goal, a portfolio linked to it, and an alert when it drifts.
Without it
What this costs you today.
A goal recorded in a plan document is a goal nobody checks. Six months later nothing has been rebalanced and the plan is a PDF that describes a portfolio the client no longer has.
What it does
Business rules, not adjectives.
Goals carry a target, a horizon and the holdings assigned to them.
Progress is computed from live positions rather than from the plan.
Drift against the target allocation raises itself.
Risk profile is recorded against the client and referenced when it matters.
Model portfolios can be applied and monitored.
On screen
Advisory and goals, as it ships.
Coverage
Which product classes this covers.
Goals can draw on holdings in any class on the book.
How it works
Three or four steps, in order.
The goal is set
Target, horizon, and what is funding it.
Progress tracks
Against live valuations rather than against the plan document.
Drift alerts
When the allocation moves away from where it should be.
Questions about advisory and goals.
Are goals linked to actual holdings?
Yes. A goal draws on the positions assigned to it and its progress is computed from live valuations, so it stays true without anyone maintaining it.