Feature · what this software actually does

Goal tracking dashboard

Client-facing view of progress toward each goal; advisor-facing exception view.

automatedRuns unattended; humans handle exceptions.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

buy

Closely tied to the client portal; quality of progress visualization differentiates.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Ongoing plan refresh & alertsmonthly
Plan auto-refreshes off custodial + aggregator feeds; alerts fire on drift from goal, life-event triggers, or assumption breaches.

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