Our latest AdviserGo feature is the Education Goal in UK & Ireland.
The new formalized education goal now has a start and end date as well as its own dedicated report:
While it’s defaulted to a four year timespan, you can easily adjust it to fit the education goals of your clients.
Having education as its own goal allows you to track your clients’ goal progress and likelihood of success.
If you have any questions about the new Education Goal or in general, please email support@planwithvoyant.com.
