Objectives can be added from different sources, either from the client portal or entered by an adviser.

A snapshot cannot be created for Objectives.

Create an Objective

1.Click Add

2.Select status

3.Select Sub-topics and time frame

4.Click the Update button under the Subject Matter (advice) section to match the objectives

**User note: The objectives with the exact wording set here will flow directly into your clients’ SOA.  

Adding Future Capital Inflows and Expenses

1.Click “Add”

2.Select the Type

3.Add a description, amount and select member if part of a couple, add date if required