Keep financial plans and portfolios in sync.
What it does
Guides the design of financial-planning integrations that keep client data, investment assumptions, and portfolio instructions consistent.
When to use it
Use for planning-system connections, eliminating duplicate data entry, synchronizing assumptions, linking plans to investment policies, or defining update and data-freshness rules.
How to use it
Give it a financial-planning integration question; it provides guidance on system connections, assumption governance, and plan-to-portfolio handoffs.
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