An advisor's quick financial planning application

goalgamiPro is the best Financial Planning software solution for financial advisors with too little time on their hands. With goalgamiPro, you can create complete goal-based financial plans and generate professional reports for your clients in 10 minutes or less.

Capture a Holistic View of Your Clients

goalgamiPro is a quick and flexible solution to providing insightful advice. The Household Balance Sheet is an effective way to capture a snapshot of the entire financial picture of the household, and provides an initial diagnosis of the affordability of a client’s goal plan.

Strengthen Relationships

GoalgamiPro allows advisors to evaluate each clients’ situation from the perspective that matters most to them - achieving their goals.

Generate Client Focused Reports

goalgamiPro's unique report is structured around answering the client's three most common questions: 1) What is my plan? 2) Can I afford my goals? 3) How do I pay for my retirement? The report allows advisors to answer each question with separate, easy to understand, one-page reports.

Features

  • Assemble household balance sheets of your clients
  • Select and prioritize your clients’ goals
  • Understand how goals can or cannot be funded to your desired timelines and the actions needed to achieve your desired results
  • Import account data: goalgamiPro offers you the capability to seamlessly update your accounts from various platforms. We also have a simple template for you to use to import from Excel.
  • Cashflow: Answer your client’s most important questions: Can I pay for retirement? Will I be able to afford the sports car I have been dreaming of? These are questions the goalgamiPro’s Cashflow analysis will answer. By analyzing your clients goals and resources, we can help your client understand how goals can or cannot be funded when the time comes. Understand what actions to take today in order for your clients to enjoy their lifetime goals.

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