As a financial professional, in your partner portal you can see Tracked goals for all of your clients.
Tracked goals can be linked to a bank account, allowing you and your client to track progress in real-time.
To set a tracked goal, the client must be a Pro Account holder as data feeds are essential for keeping account balances accurate and up-to-date
1. Navigate to Clients> Goals.
2. Your client goals summary will be listed. From here you can filter to look at certain goals. Click the 'Show filters' button.
3. Select the goals you wish to view by clicking on the filter selections. You can also view the client's portal via the 'viewing eye' button under the Action column
You might like to look at our Insurance, goals and reports webinar for more information on Goals