Advisor Software this week launched goalgamiPro, a web-based financial planning tool that lets advisors create and maintain multiple household balance sheets to help prioritize and access their clients’ long-term financial goals.
“To help improve their investment planning process, advisors are seeking a solution that helps them go beyond the risk tolerance questionnaire and suitable investments and towards gaining a more in-depth understanding of their clients’ financial goals, resources and commitments quickly when time does not allow for completing a full financial planning analysis,” Neal Ringquist, president and COO of Advisor Software, said in a statement. “The household balance sheet delivered by goalgamiPro is an optimal tool for this quick assessment of goal plan affordability.”
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