Work Toward your Goals
Introducing a revolutionary financial tool designed to transform how individuals manage their financial goals and investments. This innovative platform helps users define their short- and long-term aspirations—like saving for a home or planning for retirement—and crafts a personalized investment strategy tailored to their risk tolerance and financial situation.
Beyond planning, the tool continuously tracks users’ financial progress with real-time analytics and insights, keeping them informed about their investments. This proactive approach empowers users to stay motivated and focused on achieving their milestones, making it easier for anyone, whether seasoned or new to investing, to navigate the path to financial well-being.
5-Step Plan to get started
- Define Your Goals
- Assess Your Financial Situation
- Research Investment Options
- Develop an Investment Strategy
- Monitor and Adjust
Key Metrics of Toward Goal Based
90%
90% of clients who have been using Toward Goal Based feel more comfortable with their financial goals and investment portfolio.
Data as of March 2025.
+33%
Over 1/3 of our wealth clients are focused on goal based investing.