Goal Based Wealth Planning

Capture client's holistic wealth and financial goals to monitor and advise on goal progression. Platform is also able to provide recommendations to "get back on track".

Prive’s Goal-Based Wealth Planning module helps advisors capture and structure a client’s full financial picture—from short-term priorities to long-term aspirations. Users can define specific financial goals such as retirement, education, property purchase and link them to assets, income streams, and liabilities across accounts and custodians. The engine continuously monitors each goal’s progression using real-time portfolio data, expected cash flows, and investment performance. If a goal is off-track, the system generates actionable recommendations to bridge the gap—whether by adjusting the contribution schedule, reallocating investments, or refining risk levels. Fully integrated with our risk profiling and portfolio construction tools, this module ensures that investment advice is not only suitable, but anchored to what actually matters to the client. Advisors can visualize goal paths, simulate life events, and engage clients with intuitive dashboards that update automatically—so the journey stays clear, collaborative, and on track.