A popular quick financial planning tool gets even faster with Open Access integration and cash flow illustrations
While attending the TD Ameritrade Institutional 2013 National Conference last week, I connected with Neal Ringquist, president of Advisor Software.
You’ve seen Ringquist before as Advisor Software announced the introduction of goalgamiPro, the quick financial planning software tool (See: Yes, you can create financial plans in eight minutes).
Now, goalgamiPro leverages Veo® Open Access from TD Ameritrade Institutional, streamlining the process of entering household asset information into the software.
“We’re fully integrated with Veo,” said Ringquist, “[allowing] advisors to bring accounts and holdings data into the application, which eliminates all that time and makes quick planning even quicker.”
goalgamiPro has also added a new data sheet with cash flow illustrations, further enhancing the conversations advisers can have with clients about planning opportunities.
“There are two ways to look at the viability of goal planning: one is through the balance sheet, but it doesn’t address ‘financeability,’ when cash will be available to meet goals,” added Ringquist. “So we’ve provided that cash flow report [which is] another way to evaluate the client’s goal plan.”
For more information, visit Advisor Software’s goalgamiPro product page at http://www.advisorsoftware.com/products/goalgamipro.asp
