Strengthen client relationships and save time and money with the first financial planning app built natively in Salesforce. Now you can build, assess, and manage your client's financial plans all from the comfort of your CRM.
-STREAMLINE your planning process-produce plans in minutes without leaving Salesforce
-DRIVE more business-generate plans quickly and easily as part of your sales process to attract and close more business
-DEEPEN your client knowledge-collect all of your client's financial information in Salesforce for a 360 degree view.
goalgamiPro for Salesforce is a straightforward and effective tool for building financial plans for your clients. Centralize all of your client’s financial planning information, including goals, in Salesforce so there is no more jumping from system to system to find the information you need. Set up a plan for your client in minutes and instantly assess if they can afford their goals with an innovative diagnostic tool, called the Household Balance Sheet.