Financial Symmetry Client Center

Over at Nevis Technology, I’ve been a part of an exciting project in conjunction with Financial Symmetry.  We’ve been developing a client-facing product that brings their client’s financial plan online and easily accessible to view, make changes to, or respond to advisor recommendations.  It’s a completely custom product that connects with Financial Symmetry‘s internal system and database.

We’re in the process of launching relatively soon, now that we’re past the design phase and now integrating actual data – though some test entries in the database, the process of connecting their internal system to the web-based system is live.

You can read more about this project over at this Nevis Technology blog post.