SOURCE Advisor Software, Inc.
Advisor Software taps into the power of social and mobile cloud technologies to help businesses accelerate their customer company transformation
WALNUT CREEK, Calif., Oct. 2, 2013 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, today announced it has launched its goalgamiPro quick planning solution on salesforce.com's AppExchange, empowering businesses to connect with customers, partners and employees in entirely new ways.
Leveraging ASI's patented, goal-driven investment management solutions, goalgamiPro is a web-based platform that was developed for advisors looking for an alternative to the comprehensive 70-page financial plan. goalgamiPro uses the notion of the household balance sheet to enable advisors to create a plan in 10 minutes and generate a series of client-focused one-page reports.
Built on the Salesforce Platform, the world's leading cloud platform for social and mobile business apps, goalgamiPro is currently available on the AppExchange at www.appexchange.com.
"With this financial planning tool now available via the AppExchange, advisors have a significant opportunity to streamline their workflows," said Neal Ringquist, President and Chief Operating Officer of ASI. "Client goal data will be part of the CRM record – and not held in a separate system – so advisors can leverage that data for everyday client conversations and analysis."
"There is a shift occurring in cloud computing driven by social and mobile technologies, and goalgamiPro is now a part of that movement by leveraging the power of the Salesforce Platform and the AppExchange ecosystem," said Leyla Seka, Vice President, AppExchange and Partner Operations.
With this development, advisors who have adopted Salesforce as their CRM platform can now purchase and install the goalgamiPro application directly into their Salesforce environment to create plans, collect client goal data and generate a household balance sheet report. They can now directly access the goalgamiPro platform without ever having to leave their Salesforce workflow, as it all unfolds at a single location and becomes part of the CRM record.
In addition, the integration with Salesforce means advisors can seamlessly migrate a prospect's household data from prospect status to client status and retain all the data they had collected on that household during the prospecting phase in a single spot.
This integration is the next step for ASI in its quest to provide innovative goal-based wealth management and meet the demands of an increasingly CRM-centric industry.
For more information, please contact Dana Taormina at firstname.lastname@example.org or 973-850-7305.
About the AppExchange
The Salesforce AppExchange is the world's leading business apps marketplace. With more than 1,900 partner apps and 1.8 million customer installs it is the most comprehensive source of social and mobile cloud apps for business. The Salesforce Platform is the world's most trusted and comprehensive cloud platform for building social and mobile cloud apps, powering Salesforce CRM, and more than 3 million custom apps built by customers and partners. Apps built on the Salesforce Platform can be easily distributed and marketed through salesforce.com's AppExchange.
Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. ASI's solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com.
©2012 PR Newswire. All Rights Reserved.