Tag Archives: Neal Ringquist

goalgamiPro adds cash flow illustrations to its quick financial planning framework

Posted on February 7, 2013 by in Video Spotlight

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

(click to watch on YouTube)

Yes, you can create financial plans in eight minutes

Posted on October 23, 2012 by in Software, Video Spotlight

I connected with Neal Ringquist, President of Advisor Software, Inc. and talked about the trend he’s seeing of advisers turning to quick financial planning tools in their business.

One of Advisor Software’s initiatives for 2012 is to supply advisers with that tool, a web-based program it calls goalgamiPro.

“[Advisers] can quickly generate a plan and a conversation with a client, collate the material, so the discussion with the client is about goals. It’s about them, and it personalizes that discussion,” said Ringquist in an interview.

For more information on goalgamiPro and the trend towards quick financial planning tools, view the video interview.

FPPad Bits and Bytes for April 6

Posted on April 6, 2012 by in Bits & Bytes

At last, good content to share with you on financial planning technology from the last week! Here are this week’s stories of interest:

TD Ameritrade makes trading on iPads for RIAs available before mobile devices from RIABiz.com

[You found out Wednesday afternoon that TD Ameritrade Institutional rolled out an update to its Veo® Mobile app for iPad that includes trading, real-time client account access, and live streaming CNBC. In Brooke Southall’s article for RIABiz, he relates some clarity from Jon Patullo on why the company decided to support trading on the popular tablet.] Following the lead of Pershing LLC and Fidelity Investments but ahead of Schwab Advisor Services, TD Ameritrade Institutional is ma king it possible for advisors to place trades for mutual funds, ETFs and equities from chairlifts and hotel lobbies using iPads.

Mobile-Management from Financial Planning

[This is a decent short overview of a few apps with which advisers are finding success with clients. Included are goalgamiPro from Advisor Software (see my intervew on goalgami with ASI’s Neal Ringquist), AdvisorView from Tamarac, and mobile apps by Orion Advisor Services.] New and powerful planning tools lets advisors such as Betty Hedrick slash the time required for both nuts-and-bolts planning, as well as the once time-consuming transactional work of managing wealth.

Also note that AdvisorOne is starting a 10-part series by Actifi’s Spenser Segal on top technology trends for advisers. The first update is just an overview of what’s to come in the future, but it’s worthwhile taking note so you don’t miss subsequent updates in the future.