Toward Goal Based
Introducing a revolutionary financial tool designed to transform how individuals manage their financial goals and investments. This innovative platform helps users define their short- and long-term aspirations—like saving for a home or planning for retirement—and crafts a personalized investment strategy tailored to their risk tolerance and financial situation.
Beyond planning, the tool continuously tracks users’ financial progress with real-time analytics and insights, keeping them informed about their investments. This proactive approach empowers users to stay motivated and focused on achieving their milestones, making it easier for anyone, whether seasoned or new to investing, to navigate the path to financial well-being.
Save for later
Toward’s goal-based investing tool helps you build wealth with purpose—defining your ambitions, tailoring strategies to your needs, and tracking progress in real time to keep your long-term goals, like retirement, a trip around the world, a donation to your (grand)children, on course.
Harvesting phase
Toward’s goal-based investing tool supports your decumulation journey—helping you draw from your wealth strategically, sustain your lifestyle, and preserve your legacy through smart, adaptive planning and real-time financial insights.
Key Metrics of Toward Goal Based
+33%
Over 1/3 of our wealth clients are focused on goal based investing.
90%
90% of clients have been using Toward Goal Based feel more comfortable with their financial goals and investment portfolio.
Data as of March 2025.
The next level of Goal Based Investing
Ready to take the next step? Connect with Toward for a personal wealth analysis and discover how our tailored strategies can help you reach your financial goals with clarity and confidence.