MultiGoal
MultiGoal is a goal optimisation tool that determines the degree to which a client can achieve their goals based on their current financial situation & the priority they place against each goal.
It can be located by navigating to the Mega Menu > Advice Concepts > MultiGoal.
For more information, you can review our MultiGoal training manual that has been attached to this page, detailing how you can get the most out of this module, including accessing MultiGoal, inputing Goals and ongoing management as well as generating an advice document using these inputs.
Otherwise, please watch our training video available below.