Start a new topic

New goal planning features

A feature where in any fresh scheme investment can be directed to one particular goal.

for example if my client starts investments in a new scheme , that sum is not allocated to any goal. But if there is a way in which ONE and only one primary goal selected where all fresh investments will be directed. it will help alot as we dont have to again and again allocate it 

1 person likes this idea
Login or Signup to post a comment