Next steps & Achievements
Description
This dashboard has two tabs:
- Next steps
- Lists, in date order, anything that needs to be addressed for the client group.
- Includes goals, key dates, expiring beneficiary nominations, loan terms changing, annuities maturing and strategies to implement.
- It essentially serves as the plan to follow for the client group.
- Achievements
- This lists anything that has been finalised for the client group.
- Includes goals, key dates and strategies.
- Contrary to the tracking dashboard, all goals achieved will show here, regardless whether they have projections or values attached.
- This serves as a record of everything that has been done and achieved together between the adviser and the client.
Clicking on any item will show more details.