Financial Symmetry

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 (similar to Mint).

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.

Other exciting elements of this project are automated emails based on triggers that advisors can set, a drag-and-drop custom view builder where advisors can set the widgets, size, and filters, so they can be sure their client is seeing what they want them to focus on, and a new client questionnaire that will create a client in their local system, notify the team, and allow the new client to get started right away – uploading documents, connecting accounts, and prepare for their initial meeting (similar to PersonalCapital).

Menu