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  1. Settings and Control

Goal management

TradeSocio NewUX - Broker Admin manual

PreviousCreate gatewayNextMapping list

Last updated 3 years ago

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Goal management module is a backend management panel which allows broker admin to configure and manage Robo advisory user stories.

The section consists of following pages:

  • Mapping list - create and manage goal-risk-product mapping rules

  • Risk type list - create and manage Robo advisory risk types

  • Goal list - create and manage custom Robo advisory investment goals