GoalGami
from Advisor Software (ASI)
Goals-based financial planning software with investment analytics, portfolio construction, risk assessment, and digital advice capabilities for wealth managers and financial advisors.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
GoalGami
Publicly available data.
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