At the core of financial advice is the concept of client goals. Adviser recommendations are based on what a client wants to achieve while taking into account the resources they have. Also important is the amount of risk that a client is willing to take. These three key concepts all relate closely to each other and as such, are grouped together in Practifi.
Keeping track of your client's goals and risk profiles, and marrying these up to specific recommendations are made possible through the Goals & Strategy tab.
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