MultiGoal

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.

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MultiGoal Input Details

Part of the Midwinter financial advice software, you can quickly import your client’s details from the Fact Find so there is no double-entry.

View the client’s goals and their feasibility in an intuitive and interactive format. You can drag and drop goals to reprioritise them and quickly view the impact of these changes.

AdviceOS - MultiGoal, Goals Based Advice

MultiGoal Charts

Out of the box charts illustrate how the client’s cashflow needs are met and where surplus cashflow should be directed to meet the goals.

Once the analysis is finished, you can easily generate an advice document outlining the implementation steps and covering your best interests duty.

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Better advice for your clients, fewer headaches for you.

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