Privé's Goal-Based Wealth Planning module empowers financial advisors to capture and structure a client’s complete financial picture—from short-term priorities to long-term aspirations. It enables users to define specific financial goals such as retirement, education, or property purchase, and link them to assets, income streams, and liabilities across various accounts and custodians.

Features

• Define and manage multiple financial goals (e.g., retirement, education, property purchase).
• Link goals to assets, income, and liabilities across custodians.
• Real-time monitoring of goal progression using portfolio data, expected cash flows, and investment performance.
• Automated recommendations to get goals back on track (e.g., adjust contributions, reallocate investments, refine risk levels).
• Integration with risk profiling and portfolio construction tools.
• Visualization of goal paths and simulation of life events.
• Intuitive dashboards for client engagement and collaboration.

Benefits

• Provides a holistic view of client wealth and financial objectives.
• Enhances advisor-client collaboration through clear goal visualization.
• Improves investment suitability by anchoring advice to client goals.
• Enables proactive adjustments to financial plans with real-time insights.
• Strengthens client trust and satisfaction through transparent planning tools.