Goal Planning & Monitoring (GPM)

This online financial planning software, powered by MoneyGuidePro®, enables you to create interactive goal plans for clients, build actionable recommendations and monitor plans to help keep clients on track. Because the software is integrated with your client’s information and offers intelligent defaults, you can build a robust retirement analysis in minutes with minimal data input. Four key features differentiate GPM from similar tools:

  1. Fully integrated – From the Raymond James Advisor Access platform and Client Center you can immediately create and monitor client plans with key relationship data passing automatically or you can create new plans for prospects.
  2. Client collaboration – Output is highly visual and designed to build and present a live, interactive plan that you can change in real time with your client.
  3. Easy to use yet sophisticated – A streamlined workflow with smart data entry and prefilled defaults to make the process more efficient for the most common planning needs; but also the ability to do more sophisticated planning.
  4. A living plan – Once a plan is adopted, GPM will automatically track key plan variables on a quarterly basis to let you know when a client gets off track.

 

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.