Your entire book in one list.
Clients
Your book
48 active
AM
€184k
PV
€92k
SD
€310k
JC
€47k
RG
€128k
The book
From a folder of names to a living book
A client list shouldn't be a static address book. It should tell you, at a glance, who is thriving and who needs a call.
Gali scores each client’s health from their real data, so the list itself becomes your prioritisation tool.
What you can do
Read the room in seconds
✓
Health scoring
On track, Watch, Alert or Disconnected — based on budget pressure, goal progress and activity.
✓
Onboarding at a glance
See who is invited, who is onboarded without the app, and who is fully active.
✓
The numbers that matter
Net worth, monthly income, bucket allocation and last sync, in every row.
✓
Filter, sort, act
Filter by status, sort by net worth or activity, and open any client for the full picture.
SEE IT IN ACTION
The real dashboard, annotated
advisors.gali-app.com
