A prospect or client forwards a statement from an account held elsewhere and you need the substance fast, not a page-by-page read. Forward it to Amy and it extracts the holdings and balances, estimates the fees they’re paying, and flags concentration and allocation gaps you can speak to on the next call.
Forward the statement to Amy with this note
What you get back
- A clean summary of holdings, balances, and current allocation
- Estimated fees and expense ratios, with high-cost products flagged
- Concentration and allocation gaps plus talking points for the next call
Required integrations
Add “and model how this would look in our recommended allocation” so you can show the before-and-after side by side when you make the case to consolidate.
