Feature · what this software actually does

Goal-based modeling

Retirement, education, large-purchase, legacy — each goal modeled with its own probability and trade-offs.

assistedSoftware drafts, a person approves.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

buy

MoneyGuidePro popularized goal-based. eMoney historically cash-flow first but has shipped goal modules.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Goal modeling (retirement, education, large purchase)annual
Per-goal probability of success with sensitivity to savings rate, retirement age, and return assumptions.

Most relevant for

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