Nevis Technology started working with Financial Symmetry in 2014. We were lucky enough to make this connection through FatCat Strategies. We’ve worked to get their client data into the Financial Symmetry Client Center.
This is an ongoing project and is constantly being enhanced. Currently we have third-party integrations with Sharefile for their clients to view and upload documents that are shared with their advisors, and Yodlee for data analysis against their financial plan.
As of the summer of 2016, we are working on enhancements for automated email triggers and a new client questionnaire for gathering a client profile.
We’re so excited to see where we go in 2016 and beyond!