goalgamiPro
Available from Advisor Software Inc.
Product Details
goalgamiPro is a quick planning alternative to the 70-page plan, offering easy to understand one page reports. The tool is a perfect fit for advisors that are looking for a quick assessment tool with concise output to augment quarterly/semi-annual/annual investment reviews – goalgamiPro plans can be created in less than 10 minutes. goalgamiPro's unique report is structured around answering the client's three most common questions:
What is my plan?
Can I afford my goals?
How do I pay for my retirement?
