For Advisors

Every client. One place.

Gali for Advisors gives you real-time visibility into every client's buckets, goals and spending — without waiting for the monthly meeting.

Why advisors choose Gali

The clarity of GALI, built for your whole book

✓

Live, not lagging

See each client's real financial picture as it changes — not a snapshot from last month's statement.

✓

One workspace

Clients, insights, calendar and tasks in a single place, instead of five disconnected tools.

✓

The client side included

Your clients use the GALI app they already love. You see the book behind it.

✓

Built on the 4-bucket system

Allocate, Goals, Invest and Live — the same model your clients see, now at advisor scale.

What's inside

Clients on platform, assets under guidance and who needs attention — at a glance.

Your entire book with health scoring, allocation and last activity.

Aggregate trends across every client, exportable to PDF.

Meetings, reviews and deadlines with Google Calendar sync.

A Kanban board for action items across your book.

How it works

Share your advisor code or send an onboarding link. Clients connect in minutes from the GALI app.

Buckets, goals, spending and net worth flow into your dashboard in real time.

Adjust allocations, schedule reviews and track tasks — all from one workspace.

Book a 30-minute walkthrough and we'll set you up with a live demo.