The strategic partnership will integrate ASI’s direct-to-advisor product goalgamiPro with Redtail’s Client Relationship Management (CRM) suite.
goalgamiPro is a web-based platform that leverages ASI’s patented investment management solutions.
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Using the notion of household balance sheet, ASI’s quick planning tool enables advisors to create a plan in eight minutes, and generate a series of client-focused one-page reports.
Neal Ringquist, president and COO of ASI, said: "As the technology for the financial services industry becomes increasingly CRM-centric, individual advisors are seeking planning tools that can easily be launched when time does not allow for completing a full financial planning analysis.
"The integration of goalgamiPro with Redtail’s very popular CRM platform gives advisors an optimal tool to make quick assessments of their clients’ goal plans," he added.
Brian McLaughlin, CEO and chief technology officer of Redtail, said: "Adding goalgamiPro to the Redtail CRM platform ensures that advisors can provide clear, concise and accessible answers to questions that come up during discussions with their clients, resulting in greater efficiency and stronger relationships."
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