Demonstrate upfront value of advice and create efficiencies with MultiGoal – a simple yet powerful goals-based advice tool.

MultiGoal is a strategic goal optimisation engine for financial advisers that can substantially improve the outcome of advice. The interactive solution uses client financial information to quickly provide strategic direction, with multiple goals, scenarios and trade-offs evaluated in one meeting.

With an easy-to-use interface which stands out for its simplicity, MultiGoal demonstrates the impact of different goals and priorities, allowing for more relevant conversations during client meetings and reduced time and effort to produce a statement of advice.

MultiGoal provides new ways to engage clients and demonstrate the value of your advice.

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