How to create an investment goal

Just like customizing a model portfolio, you can customize an Investment Goal and have that goal be a part of a questionnaire for client onboarding. For example, at the beginning of a goal-based questionnaire, your prospects can see the options below.



1) Go to "Portfolio/Goal List." We have created two sample Investment Goals for you. You can either edit them or add new goals.

2) Click "New Goal" or "Edit." You will be looking at the Goal Detail Page.



3) See this article on how to map different goals in a questionnaire: