Your whole practice, at a glance.
0
Clients on platform
€12.4M
Assets under guidance
0
Needs attention
Needs attention
The Overview
Stop reconstructing the picture every morning
Most advisors start the day stitching together spreadsheets, statements and memory. By the time you have the picture, half the morning is gone.
Gali for Advisors opens on a live snapshot of your entire practice — built from real client data, updating as it changes.
What you see
Three numbers that frame your day
Clients on platform
How many households are actively connected to you in Gali, with a 30-day delta.
Assets under guidance
The combined net worth your connected clients are tracking, and how it is trending.
Needs attention
Clients with budget pressure, a goal slipping, or no recent activity — surfaced automatically.
Attention & activity feeds
A running list of what changed and what to act on, so nothing falls through the cracks.
SEE IT IN ACTION
The real dashboard, annotated
Explore Gali for Advisors