Goal-Based Wealth Planning

Real-time goal tracking. Linked to real portfolios.

Privé’s goal-based wealth planning module helps advisors build hyper-personalized strategies around what clients care most about including education funding children, retirement planning and legacy planning. Goals are tracked in real time and updated automatically as portfolios evolve.

Live recalculation of goal progress with every portfolio change.

Fully integrated into the advisory process, our platform captures each client’s full financial picture, links goals to real assets, and monitors progress in real time.

Every update, from market movements to portfolio adjustments, automatically recalculates progress. Our platform eliminates manual tracking, ensuring every plan is actionable, auditable, and aligned with client objectives.

Key Features

Goal Definition and Asset Linkage

Define client-specific goals and map them to current holdings, projected income, and liabilities. The system calculates goal progress using real-time performance, cash flow projections, and market data.

Scenario-Based Goal Simulation

Run multi-scenario simulations to model the impact of market volatility, inflation, income shifts, or withdrawals. Advisors can quantify trade-offs and compare potential outcomes to guide decision-making.

Automated Goal Deviation Alerts and Recommendations

If a goal veers off track, the system triggers alerts and generates recommendations. Adjustments may include portfolio rebalancing, asset reallocation, or contribution schedule changes, calculated within the client’s defined risk tolerance and investment preferences.

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.