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  1. Advisor Software Support
  2. goalgamiPro
  3. Tips & Tricks

Tips & Tricks

Various tips and tricks from users. Vote for the most helpful tips.

  • How do we treat incomes/goals that span over a long period of time?
  • How do I manage Household Members?
  • When should I use each life expectancy method?
  • Why use multiple rates for discounting goal levels?
  • Is there a form that I can use to gather client household information?
  • What if I forget my password?
  • How does goalgamiPro handle recurring goals?
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