Goal Based Investing

Deep Alpha Advisory Platform provides a complete functionality for providing goal based investment strategies. The investor can define the goal, the time horizon, and withdrawal plan in the advisory process called Purpose and Risk. Goal-setting and its capabilities are described in detail in Purpose and Risk functionality.

The platform provides a powerful toolset to vizualize and create clarity to whether the investor is going to reach their financial goal over the lifespan of the time horizon. The goal objective is considered as the outcome whereas the investment advice is the road leading towards achievement of this goal.

Analyses Components

Based on the investor's goal(s), monthly investment plan and the withdrawal plan, the advisor is able to provide overview for investment strategy for each goal separately'. The goal achievement overview presents withdrawal plans on an aggregated level across the different goals to see how the alternativ will look like. It is possible to extract the information for each goal, what amount is actually need for reaching the goal and compare it to define amount for goal fulfillment. Those details are visualized graphically making it simple for investor to understand.