asi advisor software
goalgamiPro is a straight-forward financial planning assessment tool that enables advisors to quickly create a baseline or periodic review of a client's finances with concise output as an alternative to creating a comprehensive financial plan.
Integration Features
  • Once single sign-on is established, you can seamlessly navigate from Veo to goalgamiPro
  • Access critical Veo client data such as account information, balances and positions
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