Welcome on GoalPost

A post or a pair of posts supporting a crossbar and either supporting or extending into the uprights of a goal, as in football or hockey. That's GoalPost.

Well, you asked the 'fun'damental question, and we answered it 'fun'damentally. Here comes the contextual answer. GoalPost is an awesome software for Financial Advisors to fill the gaps they encounter during the Goal Planning Process for their clients.

The answer lies in the question itself. We are fun loving folks, with loads of passion too to upscale Financial Advisory. We have visualized the goal planning process to be like a soccer match, and you as the star player aiming to hit as many goals as possible. And obviously goal post is where you will run to. Hence GoalPost, the name. Remember, Alchemy? There's a thought process there too.

Serious question. Serious answer. GoalPost is the brainchild of Pulse Labs. Pulse Labs is a Research Provider for Financial Advisors and have built Tech Products for Risk Profiling, Financial Planning and Fund Analytics. We also provide Research Consultancy to Family Offices and Robo Advisory Firms.

Good question. Goal Planning is a trimmed down version of FP, that focuses only on the goal aspects. We have retained all the power features of our FP module in the backend, but have simplified the platform in the frontend. Its meant for Financial Advisors, who are primarily focusing only on Goal Planning.

Not really. As said above, the beauty of GoalPost is the simplicity in its front end, with minimal questions and great design. And being an online module, its much more responsive and intuitive. Also, its power packed with investment scenarios to play with. Additionally, there is a client login module too for GoalPost.

For goal progress tracking. A slidebar design with multiple ROI and investment amounts, its something your clients would love to see.

Well, the lighter way to call it would be 'Simulations'. For instance, as an Advisor, to evaluate the goal achievement possibilities from multiple dimensions, you can Change the Portfolio ROI, SIP ROI, Investment Amounts, Goal Periods etc, before you freeze on the Goal Action Plan.

Yes, it is at a goal level. Morever, you will get your client to approve the action plan for each goal. Simply put, there's no better way than this to get your client committed to a plan.

We told you beforehand itself, not to waste your time reading GoalPost, but just go and experience it. And we had told you 20 reasons, and now you are Ok with 10 . Anyways,