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Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning
Morningstar Goal-based Planning
A platform designed to support goal-based financial planning and advice.
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Overview
Morningstar Goal-based Planning is a financial planning tool aimed at wealth management professionals to assist in goal-based financial planning and advice.
The platform integrates investment data and analytics to help advisors create personalized financial plans aligned with clients' goals.
It supports scenario analysis and progress tracking to facilitate informed decision-making in wealth management.
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