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NewUX Broker Admin
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    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Settings and Control
  2. Goal management

Goal list

TradeSocio NewUX - Broker Admin manual

PreviousRisk type list

Last updated 3 years ago

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Goal list is a module allowing admin to create custom Robo advisory investment goals. Goals can be later linked to specific risk types and basket products.

The module consists of the top management bar and the table of contents.

Admin can add a new goal by clicking on Add goal in the top bar:

Admin can set a goal name, input description and choose from a number of icons to design the goal view for investor view: