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  2. Getting Started with goalgamiPro

Getting Started with goalgamiPro

Let us help you get started with goalgamiPro!

How to...

  • How to integrate Veo with goalgamiPro in 4 easy steps
  • How to Explain the Goal Achievement Report to your Client
  • How to compose your first Household Plan in goalgamiPro
  • How to Reset your goalgamiPro password
  • Adding a Household in goalgamiPro
  • How to log into goalgamiPro

Video Archive

  • Financial Advisors Who Use goalgamiPro to Improve their Business
  • Veo Single Sign On
  • How to Integrate TD Ameritrade Veo with goalgamiPro
  • goalgamiPro Integration with Veo
  • How to Import Redtail into your goalgamiPro
  • Understanding the Economic Assumptions in goalgamiPro
See all 13 articles

First time users

  • Loading a Sample Household
  • Understanding Present Value
  • Understanding the Cash Flow planner in goalgamiPro
  • Understanding the Economic Assumptions in goalgamiPro
  • 6 Main Sections in goalgamiPro
  • How to Master the goalgamiPro Household Balance Sheet
See all 8 articles
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