Is your tech stack giving back? Focus on goals-based advice.
Register to watch this webinar on demand.
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.
In this session we will show you how to use MultiGoal to:
- Achieve a return on your tech investment,
- Demonstrate the value of your advice more effectively,
- Tap into a broader client base, and
- Improve the efficiency of your advice delivery.
If you’d like to know more about MultiGoal or to book a personal demo, email [email protected] or call 1300 882 938.