How to create a financial goal for a client
To create a goal in Rabbit Invest, open the client and go to the Goals tab, where every goal shows its progress. Tap Add new, name the goal, pick a category, and set the target amount and number of years. Then start a new portfolio for it or link funds the client already holds.
Steps
Open the client and go to the Goals tab
All of the client’s goals.
See every goal with its progress
How far each one has come.
Tap Add new
Start a new goal.
Name the goal, pick a category, set the target and years
For example, retirement or education.
Start a new portfolio or link existing funds
Back the goal with investments.
If something does not work
Can I link funds the client already holds?
Yes. When you create the goal, choose to link existing funds instead of starting a new portfolio.
